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Vanguard INT High DVD YLD in (VYMI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Orgel Wealth Management, LLC
INCREASED
Shares3,093,903 from 3,084,964
Change+8,939 (+0%)
Value$312.9M (+$9.9M)
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares3,082,828 from 2,888,314
Change+194,514 (+7%)
Value$311.8M (+$28.1M)
Filed 2026-11-06
Confluence Wealth Services, Inc.
INCREASED
Shares1,712,167 from 1,530,507
Change+181,660 (+12%)
Value$173.2M (+$22.9M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares721,475 from 721,215
Change+260 (+0%)
Value$73.0M (+$2.1M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares706,538 from 653,380
Change+53,158 (+8%)
Value$71.5M (+$7.3M)
Filed 2026-11-06
Summit Financial Wealth Advisors, LLC
INCREASED
Shares690,818 from 670,311
Change+20,507 (+3%)
Value$69.9M (+$4.0M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares471,089 from 478,114
Change-7,025 (-1%)
Value$47.6M (+$690.4K)
Filed 2026-11-02
Barry Investment Advisors, LLC
INCREASED
Shares453,804 from 425,601
Change+28,203 (+7%)
Value$45.9M (+$4.1M)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares413,614 from 428,595
Change-14,981 (-3%)
Value$41.8M (-$259.2K)
Filed 2026-10-30
Capital Advantage, Inc.
DECREASED
Shares413,464 from 415,485
Change-2,021 (0%)
Value$41.8M (+$1.0M)
Filed 2026-10-14
LS Investment Advisors, LLC
INCREASED
Shares382,683 from 370,210
Change+12,473 (+3%)
Value$38.7M (+$2.3M)
Filed 2026-10-13
Burns J W & Co Inc
INCREASED
Shares339,183 from 334,655
Change+4,528 (+1%)
Value$34.3M (+$1.4M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares333,330 from 296,816
Change+36,514 (+12%)
Value$33.7K (-$29.1M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares314,856 from 312,298
Change+2,558 (+1%)
Value$31.8M (+$1.2M)
Filed 2026-10-21
First Hawaiian Bank
DECREASED
Shares302,373 from 304,625
Change-2,252 (-1%)
Value$30.6M (+$664.8K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
INCREASED
Shares265,881 from 233,051
Change+32,830 (+14%)
Value$26.9M (+$4.0M)
Filed 2026-11-05
New England Private Wealth Advisors LLC
INCREASED
Shares256,911 from 241,179
Change+15,732 (+7%)
Value$26.0M (+$1.5M)
Filed 2026-10-19
Main Line Retirement Advisors, LLC
INCREASED
Shares256,704 from 247,065
Change+9,639 (+4%)
Value$26.0M (+$1.7M)
Filed 2026-10-14
Strategic Point Investment Advisors, LLC
INCREASED
Shares254,304 from 253,656
Change+648 (+0%)
Value$25.7M (+$808.8K)
Filed 2026-10-29
AAF Wealth Management, LLC
INCREASED
Shares247,833 from 241,414
Change+6,419 (+3%)
Value$25.1M (+$1.4M)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares237,971 from 222,710
Change+15,261 (+7%)
Value$24.1M (+$2.2M)
Filed 2026-11-04
Kwmg, LLC
INCREASED
Shares230,372 from 221,556
Change+8,816 (+4%)
Value$23.3M (+$1.5M)
Filed 2026-10-07
Ackerman Capital Advisors, LLC
DECREASED
Shares209,229 from 209,764
Change-535 (0%)
Value$21.2M (+$560.5K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED
Shares209,017 from 189,310
Change+19,707 (+10%)
Value$21.1M (+$2.5M)
Filed 2026-10-13
Tull Financial Group, Inc.
INCREASED
Shares194,994 from 185,302
Change+9,692 (+5%)
Value$19.7M (+$1.5M)
Filed 2026-11-05
Capital Investment Advisors, LLC
INCREASED
Shares192,827 from 192,187
Change+640 (+0%)
Value$19.5M (+$627.8K)
Filed 2026-10-22
Moran Wealth Management, LLC
INCREASED
Shares187,399 from 158,397
Change+29,002 (+18%)
Value$19.0M (+$3.4M)
Filed 2026-10-22
Clarity Wealth Advisors, LLC
INCREASED
Shares186,166 from 178,258
Change+7,908 (+4%)
Value$18.8M (+$1.3M)
Filed 2026-10-21
Buska Wealth Management, LLC
INCREASED
Shares182,114 from 142,542
Change+39,572 (+28%)
Value$18.4M (+$4.4M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares178,863 from 160,130
Change+18,733 (+12%)
Value$18.1M (+$2.4M)
Filed 2026-11-02
Capital Advisors Wealth Management, LLC
INCREASED
Shares173,101 from 168,070
Change+5,031 (+3%)
Value$17.5M (+$1.0M)
Filed 2026-10-09
Pinnacle Financial Group, LLC / IL
INCREASED
Shares169,641 from 165,256
Change+4,385 (+3%)
Value$17.2M (+$927.6K)
Filed 2026-10-29
Courier Capital LLC
INCREASED
Shares167,347 from 152,168
Change+15,179 (+10%)
Value$16.9M (+$2.0M)
Filed 2026-10-19
West Bancorporation Inc
INCREASED
Shares153,588 from 147,657
Change+5,931 (+4%)
Value$15.5M (+$1.0M)
Filed 2026-10-29
Human Investing LLC
DECREASED
Shares148,081 from 157,495
Change-9,414 (-6%)
Value$15.0M (-$490.6K)
Filed 2026-10-19
Prentice Wealth Management LLC
INCREASED
Shares146,531 from 144,123
Change+2,408 (+2%)
Value$14.8M (+$665.8K)
Filed 2026-10-20
Financial Perspectives, Inc
INCREASED
Shares146,520 from 143,597
Change+2,923 (+2%)
Value$14.8M (+$716.4K)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
INCREASED
Shares143,186 from 140,798
Change+2,388 (+2%)
Value$14.5M (+$654.0K)
Filed 2026-10-15
Kraft, Davis & Associates, LLC
INCREASED
Shares141,584 from 137,555
Change+4,029 (+3%)
Value$14.3M (+$681.9K)
Filed 2026-10-21
Family Investment Center, Inc.
INCREASED
Shares140,193 from 139,946
Change+247 (+0%)
Value$14.2M (+$435.1K)
Filed 2026-10-19
Markowski Investments
INCREASED
Shares139,476 from 136,539
Change+2,937 (+2%)
Value$14.1M (+$697.1K)
Filed 2026-10-30
Wedmont Private Capital
DECREASED
Shares136,388 from 138,786
Change-2,398 (-2%)
Value$13.6M (-$310.8K)
Filed 2026-10-09
Equitable Trust Co
INCREASED
Shares132,522 from 131,252
Change+1,270 (+1%)
Value$13.4M (+$513.0K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares128,604 from 125,854
Change+2,750 (+2%)
Value$13.0M (+$646.9K)
Filed 2026-10-28
RTD Financial Advisors, Inc.
DECREASED
Shares126,968 from 129,933
Change-2,965 (-2%)
Value$12.8M (+$80.9K)
Filed 2026-10-09
Sweeney & Michel, LLC
INCREASED
Shares126,599 from 122,274
Change+4,325 (+4%)
Value$12.8M (-$41.9K)
Filed 2026-10-16
Procyon Advisors, LLC
DECREASED
Shares126,191 from 141,832
Change-15,641 (-11%)
Value$12.8M (-$1.2M)
Filed 2026-10-21
Eagle Strategies LLC
INCREASED
Shares119,287 from 115,297
Change+3,990 (+3%)
Value$12.1M (+$741.3K)
Filed 2026-10-16
Strategic Wealth Investment Group, LLC
DECREASED
Shares118,365 from 123,648
Change-5,283 (-4%)
Value$12.0M (-$172.0K)
Filed 2026-10-29
CRA Financial Services, LLC
INCREASED
Shares118,157 from 110,436
Change+7,721 (+7%)
Value$11.9M (+$1.1M)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares116,705 from 115,062
Change+1,643 (+1%)
Value$11.8M (+$503.3K)
Filed 2026-10-15
Rebalance, LLC
INCREASED
Shares116,588 from 113,432
Change+3,156 (+3%)
Value$11.8M (+$651.5K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares114,989 from 106,103
Change+8,886 (+8%)
Value$11.6M (+$1.2M)
Filed 2026-10-08
Mechanics Bank Trust Department
INCREASED
Shares114,735 from 96,267
Change+18,468 (+19%)
Value$11.6M (+$2.1M)
Filed 2026-10-13
Unison Advisors LLC
DECREASED
Shares109,585 from 136,603
Change-27,018 (-20%)
Value$11.1M (-$2.3M)
Filed 2026-10-29
Fiduciary Advisors, Inc.
INCREASED
Shares108,603 from 78,424
Change+30,179 (+38%)
Value$11.0M (+$3.3M)
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares107,208 from 87,040
Change+20,168 (+23%)
Value$10.8M (+$2.3M)
Filed 2026-11-06
Quaker Wealth Management, LLC
INCREASED
Shares107,113 from 102,932
Change+4,181 (+4%)
Value$10.8M (+$724.5K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares105,830 from 105,505
Change+325 (+0%)
Value$10.7M (+$342.1K)
Filed 2026-11-06
Marathon Capital Management
DECREASED
Shares103,313 from 104,752
Change-1,439 (-1%)
Value$10.4M (+$161.4K)
Filed 2026-10-23
Mountain Capital Investment Advisors Inc.
DECREASED
Shares102,140 from 104,627
Change-2,487 (-2%)
Value$10.3M (+$55.1K)
Filed 2026-11-06
Precedent Wealth Partners, LLC
INCREASED
Shares99,811 from 93,732
Change+6,079 (+6%)
Value$10.1M (+$889.5K)
Filed 2026-10-21
HUB Investment Partners, LLC
DECREASED
Shares98,731 from 98,988
Change-257 (0%)
Value$10.0M (+$264.1K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares98,496 from 96,011
Change+2,485 (+3%)
Value$10.0M (+$532.7K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares98,085 from 112,087
Change-14,002 (-12%)
Value$9.9M (-$1.1M)
Filed 2026-10-15
BCS Wealth Management
INCREASED
Shares96,074 from 94,636
Change+1,438 (+2%)
Value$9.7M (+$422.7K)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
NEW
Shares94,952
Change+94,952
Value$9.6M
Filed 2026-11-04
ADG Wealth Management Group, LLC
INCREASED
Shares93,991 from 92,768
Change+1,223 (+1%)
Value$9.5M (+$395.5K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
INCREASED
Shares93,867 from 85,432
Change+8,435 (+10%)
Value$9.4M (+$1.0M)
Filed 2026-10-16
Angeles Investment Advisors, LLC
UNCHANGED
Shares93,500 from 93,500
Change0 (0%)
Value$9.5M (+$274.0K)
Filed 2026-10-22
Lebenthal Global Advisors, LLC
DECREASED
Shares93,437 from 93,497
Change-60 (0%)
Value$9.4M (+$267.8K)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
DECREASED
Shares92,741 from 92,795
Change-54 (0%)
Value$9.4M (+$266.5K)
Filed 2026-10-15
Ariston Services Group
DECREASED
Shares90,413 from 90,421
Change-8 (0%)
Value$9.1M (+$264.1K)
Filed 2026-10-16
Guardian Financial Partners, LLC
INCREASED
Shares88,708 from 88,106
Change+602 (+1%)
Value$9.0M (+$319.0K)
Filed 2026-11-04
Legacy Advisors, LLC
INCREASED
Shares86,790 from 86,778
Change+12 (+0%)
Value$8.8M (+$255.4K)
Filed 2026-10-19
Cornerstone Advisory, LLC
INCREASED
Shares86,478 from 80,745
Change+5,733 (+7%)
Value$8.7M (+$816.3K)
Filed 2026-11-06
Turning Point Benefit Group, Inc.
INCREASED
Shares85,170 from 80,039
Change+5,131 (+6%)
Value$8.5M (+$658.2K)
Filed 2026-10-28
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares85,000 from 85,000
Change0 (0%)
Value$8.6M (+$249.1K)
Filed 2026-11-02
International City Management Association Retirement Corp
NEW
Shares80,049
Change+80,049
Value$8.1M
Filed 2026-10-26
McKinley Carter Wealth Services, Inc.
DECREASED
Shares76,415 from 77,821
Change-1,406 (-2%)
Value$7.7M (+$85.8K)
Filed 2026-10-16
Mayfair Advisory Group, LLC
INCREASED
Shares74,850 from 70,903
Change+3,947 (+6%)
Value$7.6M (+$363.0K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
DECREASED
Shares73,397 from 73,823
Change-426 (-1%)
Value$7.4M (+$173.2K)
Filed 2026-10-21
First Premier Bank
INCREASED
Shares72,007 from 71,145
Change+862 (+1%)
Value$7.3K (+$295)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
INCREASED
Shares71,324 from 71,040
Change+284 (+0%)
Value$7.2M (+$236.9K)
Filed 2026-10-05
First Citizens Bank & Trust Co
DECREASED
Shares70,817 from 72,395
Change-1,578 (-2%)
Value$7.2M (+$52.5K)
Filed 2026-10-14
Oppenheimer & Co Inc
DECREASED
Shares70,801 from 71,045
Change-244 (0%)
Value$7.2M (+$183.5K)
Filed 2026-10-26
Walkner Condon Financial Advisors LLC
DECREASED
Shares70,156 from 77,071
Change-6,915 (-9%)
Value$7.1M (-$473.5K)
Filed 2026-11-02
Raab & Moskowitz Asset Management LLC
DECREASED
Shares67,420 from 68,682
Change-1,262 (-2%)
Value$6.8M (+$73.6K)
Filed 2026-11-02
Venture Visionary Partners LLC
INCREASED
Shares67,077 from 66,782
Change+295 (+0%)
Value$6.8M (+$225.5K)
Filed 2026-10-07
High Net Worth Advisory Group LLC
INCREASED
Shares60,492 from 58,314
Change+2,178 (+4%)
Value$6.1M (+$391.0K)
Filed 2026-10-26
Apeiron RIA LLC
DECREASED
Shares60,125 from 69,925
Change-9,800 (-14%)
Value$6.0M (-$864.9K)
Filed 2026-10-08
JFS Wealth Advisors, LLC
DECREASED
Shares56,232 from 57,125
Change-893 (-2%)
Value$5.7M (+$77.1K)
Filed 2026-11-03
My Personal CFO, LLC
INCREASED
Shares56,046 from 33,194
Change+22,852 (+69%)
Value$5.7M (+$2.4M)
Filed 2026-10-14
Investors Research Corp
INCREASED
Shares54,164 from 49,931
Change+4,233 (+8%)
Value$5.5M (+$574.4K)
Filed 2026-10-07
Gradient Investments LLC
INCREASED
Shares53,636 from 52,124
Change+1,512 (+3%)
Value$5.4M (+$305.6K)
Filed 2026-10-08
John A. Wolfe & Associates, Inc.
DECREASED
Shares52,233 from 53,958
Change-1,725 (-3%)
Value$5.3M (-$16.4K)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares48,482 from 47,599
Change+883 (+2%)
Value$4.9M (+$228.8K)
Filed 2026-11-06
Cowa, LLC
INCREASED
Shares48,183 from 46,248
Change+1,935 (+4%)
Value$4.9M (+$331.2K)
Filed 2026-10-30
Strategic Blueprint, LLC
INCREASED
Shares48,130 from 47,678
Change+452 (+1%)
Value$4.9M (+$185.4K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares44,852 from 41,925
Change+2,927 (+7%)
Value$4.5M (+$271.5K)
Filed 2026-10-13
Linscomb Wealth, Inc.
DECREASED
Shares44,685 from 46,553
Change-1,868 (-4%)
Value$4.5M (-$52.5K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares44,664 from 43,938
Change+726 (+2%)
Value$4.5M (+$190.4K)
Filed 2026-10-13
TD Private Client Wealth LLC
INCREASED
Shares44,554 from 39,192
Change+5,362 (+14%)
Value$4.5M (+$657.1K)
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares44,171 from 44,915
Change-744 (-2%)
Value$4.5M (+$56.4K)
Filed 2026-11-03
Angeles Wealth Management, LLC
UNCHANGED
Shares44,000 from 44,000
Change0 (0%)
Value$4.4M (+$128.9K)
Filed 2026-10-26
Certified Advisory Corp
DECREASED
Shares41,291 from 41,422
Change-131 (0%)
Value$4.2M (+$108.2K)
Filed 2026-10-29
Pinnacle Associates LTD
INCREASED
Shares41,276 from 12,241
Change+29,035 (+237%)
Value$4.2M (+$3.0M)
Filed 2026-10-20
Access Investment Management LLC
INCREASED
Shares40,757 from 30,237
Change+10,520 (+35%)
Value$4.1M (+$1.2M)
Filed 2026-10-23
Montecito Bank & Trust
INCREASED
Shares39,556 from 39,256
Change+300 (+1%)
Value$4.0M (+$145.4K)
Filed 2026-10-01
Greg Jennings, LLC
NEW
Shares39,402
Change+39,402
Value$4.0M
Filed 2026-10-19
KFG Wealth Management, LLC
INCREASED
Shares39,376 from 34,572
Change+4,804 (+14%)
Value$4.0M (+$587.1K)
Filed 2026-10-16
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares39,368 from 33,217
Change+6,151 (+19%)
Value$4.0M (+$719.3K)
Filed 2026-10-08
Fortis Group Advisors, LLC
DECREASED
Shares37,846 from 56,001
Change-18,155 (-32%)
Value$3.8M (-$1.7M)
Filed 2026-11-06
10Elms LLP
INCREASED
Shares37,635 from 35,294
Change+2,341 (+7%)
Value$3.8M (+$316.4K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares37,590 from 37,169
Change+421 (+1%)
Value$3.8M (+$151.5K)
Filed 2026-11-05
Oasis Advisors, LLC
INCREASED
Shares37,322 from 9,357
Change+27,965 (+299%)
Value$3.8M (+$2.9M)
Filed 2026-10-16
Decker Retirement Planning Inc.
DECREASED
Shares36,959 from 39,017
Change-2,058 (-5%)
Value$3.7M (-$93.8K)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares36,938 from 36,649
Change+289 (+1%)
Value$3.7M (+$136.6K)
Filed 2026-10-26
Sapient Capital LLC
INCREASED
Shares36,894 from 33,335
Change+3,559 (+11%)
Value$3.7M (+$457.6K)
Filed 2026-10-08
Pathway Financial Advisers, LLC
INCREASED
Shares36,671 from 30,670
Change+6,001 (+20%)
Value$3.7M (+$696.8K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
NEW
Shares34,955
Change+34,955
Value$3.5M
Filed 2026-10-13
Selby Wealth Management, LLC
INCREASED
Shares33,949 from 31,893
Change+2,056 (+6%)
Value$3.4M (+$301.4K)
Filed 2026-10-16
Marino, Stram & Associates LLC
INCREASED
Shares33,772 from 32,744
Change+1,028 (+3%)
Value$3.4M (+$199.9K)
Filed 2026-10-22
Compass Financial Management LLC
INCREASED
Shares33,358 from 32,104
Change+1,254 (+4%)
Value$3.4M (+$148.8K)
Filed 2026-10-30
PFG Advisors
INCREASED
Shares32,916 from 14,386
Change+18,530 (+129%)
Value$3.3M (+$1.9M)
Filed 2026-10-16
BG Investment Services, LLC
INCREASED
Shares32,358 from 28,687
Change+3,671 (+13%)
Value$3.3M (+$455.4K)
Filed 2026-10-23
Breakwater Investment Management
DECREASED
Shares32,306 from 35,041
Change-2,735 (-8%)
Value$3.3M (-$174.0K)
Filed 2026-10-20
Evanson Financial, LLC
INCREASED
Shares31,945 from 31,935
Change+10 (+0%)
Value$3.2M (+$94.6K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares31,901 from 28,904
Change+2,997 (+10%)
Value$3.2M (+$387.8K)
Filed 2026-11-05
Entruity Wealth, LLC
INCREASED
Shares31,248 from 25,852
Change+5,396 (+21%)
Value$3.2M (+$621.4K)
Filed 2026-11-06
AlphaCore Capital LLC
INCREASED
Shares31,209 from 6,203
Change+25,006 (+403%)
Value$3.2M (+$2.5M)
Filed 2026-11-04
Asset One Wealth Management LLC
INCREASED
Shares30,717 from 28,494
Change+2,223 (+8%)
Value$3.1M (+$217.4K)
Filed 2026-11-02
Saxony Capital Management, LLC
INCREASED
Shares30,635 from 26,051
Change+4,584 (+18%)
Value$3.1M (+$539.9K)
Filed 2026-10-15
Cambridge Financial Group, LLC
UNCHANGED
Shares29,688 from 29,688
Change0 (0%)
Value$2.9M ($0)
Filed 2026-10-06
Meridian Wealth Management, LLC
INCREASED
Shares29,487 from 22,453
Change+7,034 (+31%)
Value$3.0M (+$777.2K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares29,457 from 27,849
Change+1,608 (+6%)
Value$3.0K (-$2.7M)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares29,386 from 26,649
Change+2,737 (+10%)
Value$3.0M (+$354.9K)
Filed 2026-11-04
AMG Asset Management Group, Inc.
INCREASED
Shares29,076 from 27,778
Change+1,298 (+5%)
Value$2.9M (+$212.7K)
Filed 2026-10-21
Tempus Wealth Planning, LLC
INCREASED
Shares29,001 from 19,376
Change+9,625 (+50%)
Value$2.9M (+$1.0M)
Filed 2026-10-14
TPG Advisors LLC
INCREASED
Shares28,999 from 28,577
Change+422 (+1%)
Value$2.9M (+$126.5K)
Filed 2026-10-16
NWF Advisory Services Inc.
DECREASED
Shares28,990 from 29,200
Change-210 (-1%)
Value$2.9M (+$64.3K)
Filed 2026-10-19
Apella Capital, LLC
INCREASED
Shares28,867 from 14,546
Change+14,321 (+98%)
Value$2.9M (+$1.4M)
Filed 2026-10-08
Milestone Asset Management Group, LLC
INCREASED
Shares28,462 from 27,301
Change+1,161 (+4%)
Value$2.9M (+$197.4K)
Filed 2026-10-20
Interchange Capital Partners, LLC
DECREASED
Shares28,430 from 28,653
Change-223 (-1%)
Value$2.9M (+$61.4K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares28,320 from 23,734
Change+4,586 (+19%)
Value$2.9M (+$533.3K)
Filed 2026-10-29
Sara-Bay Financial
INCREASED
Shares28,275 from 26,356
Change+1,919 (+7%)
Value$2.9M (+$271.3K)
Filed 2026-10-21
Ceera Investments, LLC
INCREASED
Shares28,130 from 20,915
Change+7,215 (+35%)
Value$2.8M (+$790.9K)
Filed 2026-11-02
Absolute Capital Management, LLC
INCREASED
Shares27,878 from 27,646
Change+232 (+1%)
Value$2.8M (+$104.4K)
Filed 2026-10-16
Steel Grove Capital Advisors, LLC
INCREASED
Shares27,777 from 25,040
Change+2,737 (+11%)
Value$2.8M (+$350.2K)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares27,266 from 27,218
Change+48 (+0%)
Value$2.8M (+$84.6K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares27,202 from 14,941
Change+12,261 (+82%)
Value$2.8M (+$1.3M)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares27,194 from 26,424
Change+770 (+3%)
Value$2.8M (+$155.3K)
Filed 2026-10-16
Englebert Financial Advisers, LLC
INCREASED
Shares26,919 from 26,448
Change+471 (+2%)
Value$2.7M (+$125.1K)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares26,128 from 26,493
Change-365 (-1%)
Value$2.6M (+$40.6K)
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares24,725 from 24,380
Change+345 (+1%)
Value$2.5M (+$106.2K)
Filed 2026-11-05
HBW Advisory Services LLC
INCREASED
Shares24,455 from 21,357
Change+3,098 (+15%)
Value$2.5M (+$375.9K)
Filed 2026-10-15
Childress Capital Advisors, LLC
UNCHANGED
Shares24,400 from 24,400
Change0 (0%)
Value$2.5M (+$71.5K)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares23,795 from 19,501
Change+4,294 (+22%)
Value$2.4M (+$491.3K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED
Shares23,122 from 20,865
Change+2,257 (+11%)
Value$2.3M (+$288.8K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares23,053 from 22,744
Change+309 (+1%)
Value$2.3M (+$30.4K)
Filed 2026-11-06
MBA Advisors LLC
DECREASED
Shares23,002 from 23,024
Change-22 (0%)
Value$2.3M (+$65.2K)
Filed 2026-10-29
Maseco LLP
DECREASED
Shares22,851 from 24,080
Change-1,229 (-5%)
Value$2.3M (-$55.1K)
Filed 2026-10-27
Integral Investment Advisors, Inc.
UNCHANGED
Shares22,571 from 22,571
Change0 (0%)
Value$2.3M (+$66.1K)
Filed 2026-11-03
BigSur Wealth Management LLC
DECREASED
Shares22,277 from 23,630
Change-1,353 (-6%)
Value$2.3M (-$67.6K)
Filed 2026-10-13
Verity Asset Management, Inc.
INCREASED
Shares22,243 from 20,976
Change+1,267 (+6%)
Value$2.2M (+$189.7K)
Filed 2026-10-30
Silverlake Wealth Management LLC
INCREASED
Shares22,205 from 21,885
Change+320 (+1%)
Value$2.2M (+$96.5K)
Filed 2026-10-21
Tandem Investment Partners LLC
INCREASED
Shares21,910 from 20,134
Change+1,776 (+9%)
Value$2.2M (+$238.6K)
Filed 2026-10-16
Nikulski Financial, Inc.
INCREASED
Shares21,845 from 18,105
Change+3,740 (+21%)
Value$2.2M (+$431.3K)
Filed 2026-11-06
Rosenberg Matthew Hamilton
DECREASED
Shares21,656 from 22,216
Change-560 (-3%)
Value$2.2M (+$8.5K)
Filed 2026-10-05
Monetary Solutions, Ltd
INCREASED
Shares21,397 from 20,510
Change+887 (+4%)
Value$2.2M (+$149.8K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares21,016 from 20,830
Change+186 (+1%)
Value$2.1M (+$79.8K)
Filed 2026-11-05
Rockingstone Advisors LLC
UNCHANGED
Shares20,825 from 20,825
Change0 (0%)
Value$2.1M (+$61.0K)
Filed 2026-10-16
Kuhn & Co Investment Counsel
DECREASED
Shares20,504 from 20,840
Change-336 (-2%)
Value$2.1M (+$27.1K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
INCREASED
Shares20,437 from 19,781
Change+656 (+3%)
Value$2.1M (+$124.3K)
Filed 2026-10-26
AdvisorNet Financial, Inc
DECREASED
Shares20,272 from 20,850
Change-578 (-3%)
Value$2.0M (-$1.7K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares20,176 from 19,390
Change+786 (+4%)
Value$2.0M (+$136.3K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares20,058 from 16,354
Change+3,704 (+23%)
Value$2.0M (+$422.4K)
Filed 2026-10-22
CGN Advisors LLC
INCREASED
Shares19,791 from 19,160
Change+631 (+3%)
Value$2.0M (+$120.0K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares19,439 from 18,662
Change+777 (+4%)
Value$2.0M (+$133.3K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED
Shares19,223 from 19,470
Change-247 (-1%)
Value$1.9M (+$32.1K)
Filed 2026-10-26
Forest Hill Capital, LLC
UNCHANGED
Shares19,200 from 19,200
Change0 (0%)
Value$1.9M (+$56.3K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
UNCHANGED
Shares19,042 from 19,042
Change0 (0%)
Value$1.9M (+$55.8K)
Filed 2026-11-03
Alps Advisors Inc
UNCHANGED
Shares18,860 from 18,860
Change0 (0%)
Value$1.9M (+$55.3K)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares18,668 from 18,668
Change0 (0%)
Value$1.8M ($0)
Filed 2026-10-26
Slocum, Gordon & Co LLP
DECREASED
Shares18,369 from 18,415
Change-46 (0%)
Value$1.9M (+$49.3K)
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares18,247 from 18,866
Change-619 (-3%)
Value$1.8M (-$7.3K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares18,146 from 7,866
Change+10,280 (+131%)
Value$1.8M (+$1.1M)
Filed 2026-10-23
Garton & Associates Financial Advisors LLC
INCREASED
Shares17,937 from 17,630
Change+307 (+2%)
Value$1.8M (+$82.7K)
Filed 2026-10-30
Root Financial Partners, LLC
INCREASED
Shares17,731 from 17,667
Change+64 (+0%)
Value$1.8M (+$58.2K)
Filed 2026-10-21
Novem Group
INCREASED
Shares17,664 from 17,395
Change+269 (+2%)
Value$1.8M (+$78.2K)
Filed 2026-10-19
Choreo, LLC
DECREASED
Shares17,325 from 17,638
Change-313 (-2%)
Value$1.8M (+$20.0K)
Filed 2026-10-28
Spire Wealth Management
INCREASED
Shares17,155 from 17,040
Change+115 (+1%)
Value$1.7M (+$61.6K)
Filed 2026-10-30
Formidable Asset Management, LLC
INCREASED
Shares17,008 from 15,616
Change+1,392 (+9%)
Value$1.7M (+$198.5K)
Filed 2026-11-03
Ascent Group, LLC
INCREASED
Shares16,974 from 16,854
Change+120 (+1%)
Value$1.7M (+$61.5K)
Filed 2026-10-30
Yousif Capital Management, LLC
UNCHANGED
Shares16,497 from 16,497
Change0 (0%)
Value$1.7M (+$48.3K)
Filed 2026-10-22
Advus Financial Partners, LLC
DECREASED
Shares16,390 from 18,019
Change-1,629 (-9%)
Value$1.7M (-$112.0K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares16,338 from 16,338
Change0 (0%)
Value$1.7M (+$47.9K)
Filed 2026-10-27
Stonebridge Financial Planning Group, LLC
INCREASED
Shares16,040 from 11,772
Change+4,268 (+36%)
Value$1.6M (+$466.0K)
Filed 2026-11-06
Brighton Securities Corp.
INCREASED
Shares15,933 from 15,829
Change+104 (+1%)
Value$1.6M (+$56.9K)
Filed 2026-10-08
First Citizens Asset Management, Inc.
INCREASED
Shares15,883 from 15,870
Change+13 (+0%)
Value$1.6M (+$47.8K)
Filed 2026-11-06
Surience Private Wealth LLC
INCREASED
Shares15,743 from 15,705
Change+38 (+0%)
Value$1.6M (+$49.9K)
Filed 2026-10-16
Bath Savings Trust Co
INCREASED
Shares15,412 from 13,719
Change+1,693 (+12%)
Value$1.6M (+$211.4K)
Filed 2026-10-07
Perigon Wealth Management, LLC
INCREASED
Shares15,265 from 12,965
Change+2,300 (+18%)
Value$1.5M (+$270.7K)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares14,630 from 15,735
Change-1,105 (-7%)
Value$1.5M (-$62.3K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares14,482 from 13,650
Change+832 (+6%)
Value$1.5M (+$124.1K)
Filed 2026-10-08
HB Wealth Management, LLC
INCREASED
Shares14,207 from 5,224
Change+8,983 (+172%)
Value$1.4M (+$923.7K)
Filed 2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED
Shares14,197 from 14,197
Change0 (0%)
Value$1.4M (+$41.6K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED
Shares14,028 from 11,516
Change+2,512 (+22%)
Value$1.4M (+$287.8K)
Filed 2026-10-16
Plan Group Financial, LLC
INCREASED
Shares13,992 from 5,002
Change+8,990 (+180%)
Value$1.4M (+$938.3K)
Filed 2026-10-22
Harbor Asset Planning, Inc.
INCREASED
Shares13,966 from 13,367
Change+599 (+4%)
Value$1.4M (+$99.8K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares13,744 from 11,477
Change+2,267 (+20%)
Value$1.4M (+$262.8K)
Filed 2026-10-23
American National Bank of Texas
INCREASED
Shares13,466 from 11,975
Change+1,491 (+12%)
Value$1.4M (+$185.9K)
Filed 2026-10-07
SpringVest Wealth Management LLC
DECREASED
Shares13,280 from 13,969
Change-689 (-5%)
Value$1.3M (-$28.7K)
Filed 2026-10-27
Simon Quick Advisors, LLC
DECREASED
Shares13,158 from 14,125
Change-967 (-7%)
Value$1.3M (-$56.4K)
Filed 2026-10-26
MN Wealth Advisors, LLC
INCREASED
Shares13,149 from 13,070
Change+79 (+1%)
Value$1.3M (+$46.4K)
Filed 2026-10-23
SigFig Wealth Management, LLC
INCREASED
Shares13,141 from 12,724
Change+417 (+3%)
Value$1.3M (+$78.9K)
Filed 2026-10-07
Mesirow Financial Investment Management, Inc.
INCREASED
Shares13,097 from 7,516
Change+5,581 (+74%)
Value$1.3M (+$586.4K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares13,023 from 13,252
Change-229 (-2%)
Value$1.3M (+$15.6K)
Filed 2026-10-23
Acorn Financial Advisory Services Inc
INCREASED
Shares12,950 from 12,524
Change+426 (+3%)
Value$1.3M (+$79.9K)
Filed 2026-11-02
Apollon Financial, LLC
INCREASED
Shares12,889 from 10,288
Change+2,601 (+25%)
Value$1.3M (+$293.1K)
Filed 2026-10-23
GSG Advisors LLC
INCREASED
Shares12,772 from 12,737
Change+35 (+0%)
Value$1.3M (+$40.9K)
Filed 2026-11-03
Creekside Partners
DECREASED
Shares12,665 from 14,283
Change-1,618 (-11%)
Value$1.3M (-$121.8K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares12,411 from 10,853
Change+1,558 (+14%)
Value$1.3M (+$189.7K)
Filed 2026-11-03
StrongBox Wealth, LLC
INCREASED
Shares12,405 from 11,154
Change+1,251 (+11%)
Value$1.3M (+$159.3K)
Filed 2026-11-02
Collective Family Office LLC
INCREASED
Shares12,388 from 12,238
Change+150 (+1%)
Value$1.3M (+$51.0K)
Filed 2026-10-05
AMI Investment Management Inc
INCREASED
Shares11,958 from 4,695
Change+7,263 (+155%)
Value$1.2M (+$748.3K)
Filed 2026-10-27
Independence Asset Advisors, LLC
INCREASED
Shares11,948 from 4,444
Change+7,504 (+169%)
Value$1.2M (+$772.0K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares11,668 from 11,669
Change-1 (0%)
Value$1.2M (+$34.0K)
Filed 2026-11-04
Seamount Financial Group Inc
INCREASED
Shares11,648 from 11,231
Change+417 (+4%)
Value$1.2M (+$75.1K)
Filed 2026-10-21
Triad Wealth Partners, LLC
DECREASED
Shares11,511 from 12,166
Change-655 (-5%)
Value$1.2M (-$98.1K)
Filed 2026-10-26
Fagan Associates, Inc.
DECREASED
Shares11,472 from 11,671
Change-199 (-2%)
Value$1.2M (+$14.1K)
Filed 2026-10-13
Moors & Cabot, Inc.
DECREASED
Shares11,330 from 12,797
Change-1,467 (-11%)
Value$1.1M (-$110.9K)
Filed 2026-11-06
Align Financial, LLC
UNCHANGED
Shares11,326 from 11,326
Change0 (0%)
Value$1.1M (+$33.2K)
Filed 2026-10-16
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares11,202 from 11,392
Change-190 (-2%)
Value$1.1M (+$14.2K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED
Shares11,201 from 11,500
Change-299 (-3%)
Value$1.1M (+$3.5K)
Filed 2026-10-08
Harpswell Capital Advisors, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$1.1M (+$32.2K)
Filed 2026-10-09
Cottage Street Advisors LLC
DECREASED
Shares10,986 from 11,052
Change-66 (-1%)
Value$1.1M (+$25.7K)
Filed 2026-10-19
Monarch Capital Management Inc
INCREASED
Shares10,619 from 9,834
Change+785 (+8%)
Value$1.1M (+$108.2K)
Filed 2026-10-19
Arlington Trust Co LLC
INCREASED
Shares10,461 from 5,261
Change+5,200 (+99%)
Value$1.1M (+$541.3K)
Filed 2026-10-20
Ifrah Financial Services, Inc.
INCREASED
Shares10,450 from 10,393
Change+57 (+1%)
Value$1.1M (+$36.2K)
Filed 2026-10-13
Mascagni Wealth Management, Inc.
INCREASED
Shares10,432 from 10,301
Change+131 (+1%)
Value$1.1M (+$43.4K)
Filed 2026-10-23
Old Mission Investment Co LLC
DECREASED
Shares10,368 from 10,445
Change-77 (-1%)
Value$1.0M (+$22.8K)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
INCREASED
Shares10,280 from 7,544
Change+2,736 (+36%)
Value$1.0K (+$299)
Filed 2026-10-27
Simplicity Wealth,LLC
INCREASED
Shares10,279 from 4,201
Change+6,078 (+145%)
Value$1.0M (+$627.0K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares10,225 from 8,816
Change+1,409 (+16%)
Value$1.0M (+$168.3K)
Filed 2026-10-13
Camden National Bank
DECREASED
Shares10,159 from 10,554
Change-395 (-4%)
Value$1.0M (-$9.0K)
Filed 2026-11-02
Meridian Financial Advisors, LLC
INCREASED
Shares10,087 from 9,985
Change+102 (+1%)
Value$1.0M (+$39.5K)
Filed 2026-10-14
D.A. Davidson & Co.
DECREASED
Shares10,072 from 37,830
Change-27,758 (-73%)
Value$1.0M (-$2.7M)
Filed 2026-10-28
GC Wealth Management RIA, LLC
INCREASED
Shares9,920 from 9,397
Change+523 (+6%)
Value$1.0M (+$80.4K)
Filed 2026-11-02
Sage Capital Advisors,llc
INCREASED
Shares9,899 from 9,788
Change+111 (+1%)
Value$1.0M (+$39.9K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares9,866 from 9,090
Change+776 (+9%)
Value$997.8K (+$105.1K)
Filed 2026-10-21
Wespac Advisors, LLC
INCREASED
Shares9,769 from 9,351
Change+418 (+4%)
Value$987.9K (+$69.6K)
Filed 2026-10-26
City State Bank
INCREASED
Shares9,325 from 5,500
Change+3,825 (+70%)
Value$943.0K (+$402.9K)
Filed 2026-10-20
Savant Capital, LLC
INCREASED
Shares9,300 from 7,317
Change+1,983 (+27%)
Value$940.6K (+$237.3K)
Filed 2026-11-06
Fiduciary Financial Group, LLC
INCREASED
Shares9,179 from 9,174
Change+5 (+0%)
Value$928.3K (+$27.4K)
Filed 2026-10-13
Thrive Capital Management, LLC
DECREASED
Shares9,136 from 9,190
Change-54 (-1%)
Value$923.9K (+$21.4K)
Filed 2026-10-28
Winebrenner Capital Management LLC
DECREASED
Shares9,104 from 9,616
Change-512 (-5%)
Value$920.7K (-$23.7K)
Filed 2026-10-07
Nilsine Partners, LLC
NEW
Shares9,052
Change+9,052
Value$915.4K
Filed 2026-11-02
TMB Capital Partners, LLC
INCREASED
Shares9,011 from 8,892
Change+119 (+1%)
Value$911.3K (+$38.1K)
Filed 2026-10-20
Principle Wealth Partners LLC
DECREASED
Shares8,953 from 16,145
Change-7,192 (-45%)
Value$905.5K (-$679.9K)
Filed 2026-11-02
Moneco Advisors, LLC
INCREASED
Shares8,936 from 8,795
Change+141 (+2%)
Value$903.7K (+$40.0K)
Filed 2026-11-05
Infinity Wealth Counsel, LLC
UNCHANGED
Shares8,929 from 8,929
Change0 (0%)
Value$903.0K (+$26.2K)
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares8,844 from 8,757
Change+87 (+1%)
Value$894.4K (+$34.3K)
Filed 2026-10-16
Alchemi Wealth, LLC
INCREASED
Shares8,768 from 7,371
Change+1,397 (+19%)
Value$886.7K (+$162.9K)
Filed 2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares8,721 from 8,721
Change0 (0%)
Value$882.0K (+$25.6K)
Filed 2026-10-28
Haven Private, LLC
INCREASED
Shares8,623 from 7,650
Change+973 (+13%)
Value$872.0K (+$120.8K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
DECREASED
Shares8,610 from 8,612
Change-2 (0%)
Value$870.8K (+$25.1K)
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares8,570 from 5,405
Change+3,165 (+59%)
Value$866.7K (+$335.9K)
Filed 2026-10-26
Busey Bank
DECREASED
Shares8,423 from 9,334
Change-911 (-10%)
Value$851.8K (-$64.8K)
Filed 2026-10-26
HF Advisory Group, LLC
DECREASED
Shares8,289 from 9,751
Change-1,462 (-15%)
Value$838.2K (-$119.3K)
Filed 2026-10-09
Keudell ison Wealth Management
INCREASED
Shares8,174 from 8,152
Change+22 (+0%)
Value$826.7K (+$26.1K)
Filed 2026-10-16
North Star Investment Management Corp.
INCREASED
Shares8,112 from 7,776
Change+336 (+4%)
Value$820.4K (+$56.8K)
Filed 2026-10-27
Visionary Wealth Advisors
INCREASED
Shares8,089 from 6,138
Change+1,951 (+32%)
Value$818.1K (+$215.3K)
Filed 2026-11-04
Apollon Wealth Management, LLC
DECREASED
Shares7,905 from 8,463
Change-558 (-7%)
Value$799.4K (-$31.6K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares7,897 from 8,998
Change-1,101 (-12%)
Value$798.7K (-$85.0K)
Filed 2026-10-27
Fonville Wealth Management LLC
INCREASED
Shares7,804 from 7,628
Change+176 (+2%)
Value$789.2K (+$40.1K)
Filed 2026-10-28
XML Financial, LLC
UNCHANGED
Shares7,750 from 7,750
Change0 (0%)
Value$783.7K (+$22.7K)
Filed 2026-10-29
BIP Wealth, LLC
INCREASED
Shares7,734 from 7,235
Change+499 (+7%)
Value$782.2K (+$71.7K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares7,697 from 6,042
Change+1,655 (+27%)
Value$778.4K (+$185.1K)
Filed 2026-11-05
Advisortrust Partners, LLC
NEW
Shares7,661
Change+7,661
Value$774.8K
Filed 2026-11-02
Sageworth Trust Co
UNCHANGED
Shares7,657 from 7,657
Change0 (0%)
Value$774.4K (+$22.4K)
Filed 2026-10-30
ARQ Wealth Advisors, LLC
DECREASED
Shares7,656 from 8,270
Change-614 (-7%)
Value$774.3K (-$69.5K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
DECREASED
Shares7,514 from 9,770
Change-2,256 (-23%)
Value$767.0K (-$192.5K)
Filed 2026-10-30
Partners Wealth Management, LLC
NEW
Shares7,440
Change+7,440
Value$752.5K
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares7,436 from 7,279
Change+157 (+2%)
Value$752.0K (+$37.2K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares7,379 from 5,412
Change+1,967 (+36%)
Value$756.1K (+$224.6K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
DECREASED
Shares7,368 from 7,718
Change-350 (-5%)
Value$745.1K (+$17.8K)
Filed 2026-10-13
Wilkins Miller Wealth Management, LLC
INCREASED
Shares7,346 from 7,308
Change+38 (+1%)
Value$742.9K (+$25.2K)
Filed 2026-10-13
Legacy Private Trust Co.
UNCHANGED
Shares7,330 from 7,330
Change0 (0%)
Value$741.3K (+$21.5K)
Filed 2026-10-06
Brighton Jones LLC
INCREASED
Shares7,270 from 2,049
Change+5,221 (+255%)
Value$735.2K (+$534.0K)
Filed 2026-11-03
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares7,148 from 7,148
Change0 (0%)
Value$722.9K (+$20.9K)
Filed 2026-10-21
Proathlete Wealth Management LLC
UNCHANGED
Shares7,048 from 7,048
Change0 (0%)
Value$712.8K (+$20.7K)
Filed 2026-10-15
Financial Insights, Inc.
UNCHANGED
Shares7,008 from 7,008
Change0 (0%)
Value$708.7K (+$20.5K)
Filed 2026-10-27
Todd Wealth Management, LLC
INCREASED
Shares6,875 from 6,675
Change+200 (+3%)
Value$695.3K (+$39.8K)
Filed 2026-10-19
Tred Avon Family Wealth, LLC
INCREASED
Shares6,861 from 6,706
Change+155 (+2%)
Value$693.8K (+$35.3K)
Filed 2026-10-20
Essex Bank
UNCHANGED
Shares6,854 from 6,854
Change0 (0%)
Value$693.1K (+$20.1K)
Filed 2026-10-16
Bell Bank
INCREASED
Shares6,788 from 6,376
Change+412 (+6%)
Value$686.5K (+$60.3K)
Filed 2026-10-21
Factor Wealth Management LTD
INCREASED
Shares6,759 from 6,695
Change+64 (+1%)
Value$683.5K (+$26.1K)
Filed 2026-10-08
Staley Capital Advisers Inc
INCREASED
Shares6,752 from 3,200
Change+3,552 (+111%)
Value$682.8K (+$368.6K)
Filed 2026-11-06
Patriot Investment Management Group, Inc.
INCREASED
Shares6,712 from 6,665
Change+47 (+1%)
Value$678.8K (+$24.3K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares6,651 from 8,287
Change-1,636 (-20%)
Value$672.6K (-$141.2K)
Filed 2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED
Shares6,604 from 6,647
Change-43 (-1%)
Value$667.9K (+$15.2K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares6,417
Change+6,417
Value$649.1K
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED
Shares6,392 from 6,873
Change-481 (-7%)
Value$646.4K (-$28.6K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares6,350 from 5,700
Change+650 (+11%)
Value$642.2K (+$82.4K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares6,348 from 5,798
Change+550 (+9%)
Value$642.0K (+$72.6K)
Filed 2026-11-03
Porter White Investment Advisors, Inc.
INCREASED
Shares6,324 from 3,138
Change+3,186 (+102%)
Value$639.6K (+$331.5K)
Filed 2026-10-14
Level Four Advisory Services, LLC
INCREASED
Shares6,305 from 5,169
Change+1,136 (+22%)
Value$637.6K (+$130.0K)
Filed 2026-11-06
Riverbend Wealth Management, LLC
INCREASED
Shares6,272 from 2,351
Change+3,921 (+167%)
Value$634.3K (+$403.5K)
Filed 2026-10-15
TFB Advisors LLC
NEW
Shares6,239
Change+6,239
Value$631.0K
Filed 2026-11-02
Friday Financial
INCREASED
Shares6,192 from 6,156
Change+36 (+1%)
Value$618.1K (+$2.7K)
Filed 2026-10-09
Beacon Financial Advisory LLC
DECREASED
Shares6,159 from 6,172
Change-13 (0%)
Value$622.8K (+$16.7K)
Filed 2026-10-16
Revisor Wealth Management LLC
UNCHANGED
Shares6,068 from 6,068
Change0 (0%)
Value$616.4K (+$20.5K)
Filed 2026-10-20
Colony Family Offices, LLC
NEW
Shares5,850
Change+5,850
Value$591.6K
Filed 2026-10-22
MCF Advisors LLC
INCREASED
Shares5,763 from 5,756
Change+7 (+0%)
Value$582.8K (+$17.6K)
Filed 2026-10-28
Pegasus Asset Management, Inc.
UNCHANGED
Shares5,612 from 5,612
Change0 (0%)
Value$567.6K (+$16.5K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$566.3K (+$16.4K)
Filed 2026-10-28
Quadrant Capital Group LLC
UNCHANGED
Shares5,497 from 5,497
Change0 (0%)
Value$558.1K (+$18.3K)
Filed 2026-10-20
Burkett Financial Services, LLC
INCREASED
Shares5,491 from 153
Change+5,338 (+3489%)
Value$555.3K (+$540.3K)
Filed 2026-10-01
Bell Investment Advisors, Inc
INCREASED
Shares5,449 from 4,262
Change+1,187 (+28%)
Value$551.0K (+$132.5K)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares5,408 from 5,397
Change+11 (+0%)
Value$546.9K (+$16.9K)
Filed 2026-10-23
True Private Wealth Advisors
DECREASED
Shares5,311 from 5,312
Change-1 (0%)
Value$537.2K (+$15.6K)
Filed 2026-10-19
Patten Group, Inc.
DECREASED
Shares5,307 from 5,663
Change-356 (-6%)
Value$536.7K (-$19.4K)
Filed 2026-10-26
Parsons Capital Management Inc
INCREASED
Shares5,298 from 5,267
Change+31 (+1%)
Value$535.8K (+$18.6K)
Filed 2026-10-28
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares5,294 from 5,294
Change0 (0%)
Value$535.4K (+$15.5K)
Filed 2026-11-04
Lantern Wealth Advisors, LLC
INCREASED
Shares5,268 from 5,264
Change+4 (+0%)
Value$532.7K (+$15.8K)
Filed 2026-10-22
Evergreen Capital Management LLC
INCREASED
Shares5,210 from 5,206
Change+4 (+0%)
Value$526.9K (+$15.6K)
Filed 2026-10-23
Mccarter Private Wealth Services LLC
INCREASED
Shares5,162 from 4,464
Change+698 (+16%)
Value$522.0K (+$83.7K)
Filed 2026-10-22
Integris Wealth Management, LLC
INCREASED
Shares5,150 from 5,145
Change+5 (+0%)
Value$520.8K (+$15.6K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
INCREASED
Shares5,104 from 5,099
Change+5 (+0%)
Value$516.1K (+$15.4K)
Filed 2026-10-21
Balboa Wealth Partners
INCREASED
Shares5,086 from 5,083
Change+3 (+0%)
Value$514.3K (+$15.2K)
Filed 2026-10-20
Atticus Wealth Management, LLC
INCREASED
Shares5,062 from 4,834
Change+228 (+5%)
Value$511.9K (+$37.1K)
Filed 2026-10-20
Level Wealth Management LLC
INCREASED
Shares5,033 from 4,999
Change+34 (+1%)
Value$509.0K (+$18.1K)
Filed 2026-10-23
Mattern Wealth Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$505.7K (+$14.7K)
Filed 2026-11-04
Town Capital LLC
DECREASED
Shares4,994 from 12,507
Change-7,513 (-60%)
Value$505.0K (-$723.1K)
Filed 2026-11-03
Collaborative Wealth Managment Inc.
INCREASED
Shares4,956 from 4,812
Change+144 (+3%)
Value$501.2K (+$28.7K)
Filed 2026-11-06
First Horizon Corp
DECREASED
Shares4,906 from 5,419
Change-513 (-9%)
Value$496.1K (-$36.0K)
Filed 2026-10-26
Arwa LLC
DECREASED
Shares4,901 from 6,708
Change-1,807 (-27%)
Value$497.5K (-$180.5K)
Filed 2026-10-21
Ipsen Advisor Group LLC
INCREASED
Shares4,900 from 4,890
Change+10 (+0%)
Value$495.5K (+$15.4K)
Filed 2026-10-29
Avior Wealth Management, LLC
INCREASED
Shares4,899 from 3,603
Change+1,296 (+36%)
Value$495.4K (+$141.6K)
Filed 2026-10-13
Luminvest Wealth Management LLC
DECREASED
Shares4,709 from 5,832
Change-1,123 (-19%)
Value$476.2K (-$96.5K)
Filed 2026-10-14
Opal Wealth Advisors, LLC
DECREASED
Shares4,679 from 4,841
Change-162 (-3%)
Value$473.2K (-$2.2K)
Filed 2026-10-16
Allegheny Financial Group
INCREASED
Shares4,665 from 3,636
Change+1,029 (+28%)
Value$471.8K (+$114.7K)
Filed 2026-11-05
Aldebaran Financial Inc.
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$465.2K (+$13.5K)
Filed 2026-11-06
Prosperitas Financial LLC
INCREASED
Shares4,492 from 4,471
Change+21 (+0%)
Value$454.3K (+$15.2K)
Filed 2026-10-28
Ethic Inc.
NEW
Shares4,473
Change+4,473
Value$452.4K
Filed 2026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$445.0K (+$12.9K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares4,367 from 1,183
Change+3,184 (+269%)
Value$441.7K (+$325.5K)
Filed 2026-11-05
Nautilus Advisors LLC
INCREASED
Shares4,317 from 3,179
Change+1,138 (+36%)
Value$436.6K (+$116.9K)
Filed 2026-10-07
International Assets Investment Management, LLC
DECREASED
Shares4,286 from 5,120
Change-834 (-16%)
Value$427.8K (-$73.1K)
Filed 2026-11-02
Quartz Partners, LLC
INCREASED
Shares4,255 from 4,055
Change+200 (+5%)
Value$430.4K (+$32.2K)
Filed 2026-11-03
PDS Planning, Inc
NEW
Shares4,220
Change+4,220
Value$426.8K
Filed 2026-11-03
3Chopt Investment Partners, LLC
INCREASED
Shares4,161 from 4,155
Change+6 (+0%)
Value$420.8K (+$12.8K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares4,120 from 2,330
Change+1,790 (+77%)
Value$416.6K (+$187.8K)
Filed 2026-11-05
Synergy Asset Management, LLC
NEW
Shares4,114
Change+4,114
Value$416.0K
Filed 2026-11-05
Fifth Third Securities, Inc.
INCREASED
Shares4,113 from 3,925
Change+188 (+5%)
Value$415.9K (+$30.5K)
Filed 2026-10-21
Accurate Wealth Management, LLC
DECREASED
Shares4,098 from 5,137
Change-1,039 (-20%)
Value$416.0K (-$100.6K)
Filed 2026-10-20
Gryphon Financial Partners LLC
UNCHANGED
Shares4,080 from 4,080
Change0 (0%)
Value$412.6K (+$12.0K)
Filed 2026-11-04
Focus Wealth Advisors, LLC
UNCHANGED
Shares4,009 from 4,009
Change0 (0%)
Value$405.4K (+$11.7K)
Filed 2026-10-14
Vontobel Holding Ltd.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$404.5K (+$11.7K)
Filed 2026-10-16
Endeavor Private Wealth, Inc.
DECREASED
Shares3,990 from 5,690
Change-1,700 (-30%)
Value$403.5K (-$155.2K)
Filed 2026-11-05
Catalyst Financial Partners LLC
UNCHANGED
Shares3,965 from 3,965
Change0 (0%)
Value$401.0K (+$11.6K)
Filed 2026-11-06
RDA Financial Network
DECREASED
Shares3,955 from 5,151
Change-1,196 (-23%)
Value$400.0K (-$105.8K)
Filed 2026-10-15
XY Planning Network, Inc.
NEW
Shares3,922
Change+3,922
Value$396.6K
Filed 2026-10-14
Waterway Wealth Management, LLC
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$389.4K (+$11.3K)
Filed 2026-10-28
Hardin Capital Partners, LLC
INCREASED
Shares3,843 from 2,262
Change+1,581 (+70%)
Value$388.7K (+$166.5K)
Filed 2026-10-09
Facet Wealth, Inc.
INCREASED
Shares3,838 from 3,129
Change+709 (+23%)
Value$388.1K (+$80.9K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares3,818 from 2,750
Change+1,068 (+39%)
Value$386.1K (+$116.1K)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares3,816 from 3,467
Change+349 (+10%)
Value$385.9K (+$45.5K)
Filed 2026-11-02
Baron Wealth Management LLC
INCREASED
Shares3,763 from 3,734
Change+29 (+1%)
Value$380.6K (+$13.9K)
Filed 2026-10-27
Macco Financial Group, Inc.
INCREASED
Shares3,723 from 2,785
Change+938 (+34%)
Value$376.5K (+$103.0K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares3,712 from 3,363
Change+349 (+10%)
Value$375.4K (+$45.1K)
Filed 2026-10-29
Thompson Davis & Co., Inc.
DECREASED
Shares3,575 from 3,750
Change-175 (-5%)
Value$361.5K (-$6.7K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares3,564 from 2,710
Change+854 (+32%)
Value$360.4K (+$94.3K)
Filed 2026-10-23
Mainsail Asset Management, LLC
INCREASED
Shares3,518 from 3,494
Change+24 (+1%)
Value$356.5K (+$4.0K)
Filed 2026-10-14
FAI Advisors, Inc.
DECREASED
Shares3,517 from 3,614
Change-97 (-3%)
Value$355.7K (+$779)
Filed 2026-10-27
Globalt Investments LLC / GA
DECREASED
Shares3,505 from 3,605
Change-100 (-3%)
Value$354.5K (+$450)
Filed 2026-10-27
Outbound Financial Inc
UNCHANGED
Shares3,480 from 3,480
Change0 (0%)
Value$351.9K (+$10.2K)
Filed 2026-10-13
Iron Financial LLC
INCREASED
Shares3,472 from 3,455
Change+17 (+0%)
Value$351.2K (+$11.8K)
Filed 2026-10-23
Steinberganna Wealth Management
DECREASED
Shares3,449 from 6,859
Change-3,410 (-50%)
Value$348.8K (-$324.8K)
Filed 2026-10-23
Rainier Family Wealth Inc
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$343.8K (+$10.0K)
Filed 2026-11-02
Avestar Capital, LLC
INCREASED
Shares3,393 from 3,349
Change+44 (+1%)
Value$343.1K (+$14.3K)
Filed 2026-10-28
Wise Wealth Partners
INCREASED
Shares3,387 from 3,050
Change+337 (+11%)
Value$342.5K (+$43.0K)
Filed 2026-10-14
SWS Partners
DECREASED
Shares3,336 from 3,435
Change-99 (-3%)
Value$337.4K (+$54)
Filed 2026-10-26
Lewis Asset Management, LLC
UNCHANGED
Shares3,325 from 3,325
Change0 (0%)
Value$336.3K (+$9.7K)
Filed 2026-10-14
Accredited Investors Inc.
UNCHANGED
Shares3,324 from 3,324
Change0 (0%)
Value$336.2K (+$9.7K)
Filed 2026-11-03
M Wealth Management, LLC
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$332.7K (+$9.6K)
Filed 2026-10-14
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$332.7K (+$9.6K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
DECREASED
Shares3,273 from 3,276
Change-3 (0%)
Value$331.0K (+$9.3K)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares3,261 from 561
Change+2,700 (+481%)
Value$329.8K (+$274.7K)
Filed 2026-11-05
apricus wealth, LLC
INCREASED
Shares3,205 from 2,905
Change+300 (+10%)
Value$324.1K (+$38.9K)
Filed 2026-10-26
Lodestar Private Asset Management LLC
INCREASED
Shares3,175 from 2,675
Change+500 (+19%)
Value$321.1K (+$58.4K)
Filed 2026-10-26
Discipline Wealth Solutions, LLC
INCREASED
Shares3,103 from 2,887
Change+216 (+7%)
Value$313.8K (+$30.3K)
Filed 2026-10-14
Parcion Private Wealth LLC
NEW
Shares3,100
Change+3,100
Value$313.5K
Filed 2026-10-28
Winthrop Advisory Group LLC
UNCHANGED
Shares3,079 from 3,079
Change0 (0%)
Value$311.4K (+$9.0K)
Filed 2026-10-22
Abacus Planning Group, Inc.
INCREASED
Shares3,074 from 2,882
Change+192 (+7%)
Value$310.9K (+$27.9K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
NEW
Shares3,043
Change+3,043
Value$307.7K
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,043 from 3,121
Change-78 (-2%)
Value$307.7K (+$1.3K)
Filed 2026-10-14
Charles Schwab Trust Co
NEW
Shares3,011
Change+3,011
Value$304.5K
Filed 2026-10-15
Titleist Asset Management, LLC
INCREASED
Shares3,011 from 2,513
Change+498 (+20%)
Value$304.5K (+$57.8K)
Filed 2026-10-08
Gutierrez Wealth Advisory, LLC
INCREASED
Shares3,008 from 2,984
Change+24 (+1%)
Value$304.2K (+$11.1K)
Filed 2026-11-02
Florida Trust Wealth Management Co
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$303.4K (+$8.8K)
Filed 2026-11-05
GK Wealth Management LLC
UNCHANGED
Shares2,958 from 2,958
Change0 (0%)
Value$299.1K (+$8.7K)
Filed 2026-10-09
Tompkins Financial Corp
UNCHANGED
Shares2,953 from 2,953
Change0 (0%)
Value$298.6K (+$8.7K)
Filed 2026-10-05
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares2,914 from 2,914
Change0 (0%)
Value$294.7K (+$8.5K)
Filed 2026-11-05
Nestegg Advisors, Inc.
DECREASED
Shares2,903 from 2,904
Change-1 (0%)
Value$293.6K (+$8.4K)
Filed 2026-10-21
Integrity Advisory Solutions, LLC
UNCHANGED
Shares2,856 from 2,856
Change0 (0%)
Value$288.8K (+$8.4K)
Filed 2026-10-29
Gamma Investing LLC
UNCHANGED
Shares2,845 from 2,845
Change0 (0%)
Value$287.7K (+$8.3K)
Filed 2026-10-08
Wedbush Securities Inc
INCREASED
Shares2,815 from 2,370
Change+445 (+19%)
Value$285 (-$232.7K)
Filed 2026-10-22
Legacy Trust
DECREASED
Shares2,811 from 3,500
Change-689 (-20%)
Value$285.0K (-$58.7K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
NEW
Shares2,804
Change+2,804
Value$283.6K
Filed 2026-10-16
Advisory Solutions Group, LLC
NEW
Shares2,799
Change+2,799
Value$283.0K
Filed 2026-10-14
Trek Financial, LLC
INCREASED
Shares2,768 from 2,172
Change+596 (+27%)
Value$279.9K (+$66.6K)
Filed 2026-10-29
Tilia Fiduciary Partners, Inc.
NEW
Shares2,744
Change+2,744
Value$277.5K
Filed 2026-10-09
Breakwater Capital Group
UNCHANGED
Shares2,744 from 2,744
Change0 (0%)
Value$277.5K (+$8.0K)
Filed 2026-10-09
LiftPoint Family Wealth Advisors LLC
UNCHANGED
Shares2,729 from 2,729
Change0 (0%)
Value$276.0K (+$8.0K)
Filed 2026-11-03
Investment Management Trust, LLC
INCREASED
Shares2,665 from 2,644
Change+21 (+1%)
Value$269.5K (+$9.8K)
Filed 2026-11-05
Bestgate Wealth Advisors, LLC
NEW
Shares2,662
Change+2,662
Value$269.2K
Filed 2026-10-13
Invested Advisors
INCREASED
Shares2,598 from 2,583
Change+15 (+1%)
Value$262.7K (+$9.1K)
Filed 2026-10-23
Brown Miller Wealth Management, LLC
UNCHANGED
Shares2,574 from 2,574
Change0 (0%)
Value$260.3K (+$7.5K)
Filed 2026-11-02
Uptick Partners, LLC
INCREASED
Shares2,560 from 2,554
Change+6 (+0%)
Value$258.9K (+$8.1K)
Filed 2026-11-04
Shepherd Street Advisors LLC
DECREASED
Shares2,556 from 2,574
Change-18 (-1%)
Value$257.3K (-$3.7K)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,549 from 2,543
Change+6 (+0%)
Value$257.8K (+$8.1K)
Filed 2026-10-13
Gradient Capital Advisors, LLC
DECREASED
Shares2,543 from 2,558
Change-15 (-1%)
Value$257.2K (+$6.0K)
Filed 2026-10-21
White Lighthouse Investment Management Inc.
INCREASED
Shares2,541 from 2,505
Change+36 (+1%)
Value$257.0K (+$11.0K)
Filed 2026-10-21
Smart Wealth LLC
DECREASED
Shares2,533 from 2,963
Change-430 (-15%)
Value$256.1K (-$34.9K)
Filed 2026-11-04
Verdence Capital Advisors LLC
INCREASED
Shares2,505 from 2,480
Change+25 (+1%)
Value$253.3K (+$9.8K)
Filed 2026-10-26
Capital Asset Advisory Services LLC
DECREASED
Shares2,502 from 2,647
Change-145 (-5%)
Value$254.6K (-$5.4K)
Filed 2026-10-30
First National Bank Sioux Falls
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$252.8K (+$5.1K)
Filed 2026-10-13
Concord Wealth Partners
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$252.8K (+$7.3K)
Filed 2026-11-02
Westside Investment Management, Inc.
INCREASED
Shares2,453 from 456
Change+1,997 (+438%)
Value$248.1K (+$203.3K)
Filed 2026-11-02
HBK Sorce Advisory LLC
NEW
Shares2,444
Change+2,444
Value$247.6K
Filed 2026-11-06
Institute for Wealth Management, Llc.
INCREASED
Shares2,418 from 1,773
Change+645 (+36%)
Value$244.5K (+$70.4K)
Filed 2026-11-06
World Equity Group, Inc.
NEW
Shares2,401
Change+2,401
Value$242.8K
Filed 2026-10-14
Fulton Bank, N.A.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$242.7K (+$7.0K)
Filed 2026-10-14
J. Safra Sarasin Holding AG
UNCHANGED
Shares2,396 from 2,396
Change0 (0%)
Value$243.6K (+$8.2K)
Filed 2026-10-26
Altfest L J & Co Inc
NEW
Shares2,359
Change+2,359
Value$238.6K
Filed 2026-10-27
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares2,339 from 2,325
Change+14 (+1%)
Value$236.6K (+$8.2K)
Filed 2026-10-16
Eastover Investment Advisors LLC
INCREASED
Shares2,297 from 2,144
Change+153 (+7%)
Value$232.3K (+$21.8K)
Filed 2026-10-05
Creative Financial Designs Inc
INCREASED
Shares2,296 from 2,280
Change+16 (+1%)
Value$232.2K (+$8.3K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,283 from 533
Change+1,750 (+328%)
Value$230.9K (+$178.5K)
Filed 2026-10-27
Bill Few Associates, Inc.
UNCHANGED
Shares2,282 from 2,282
Change0 (0%)
Value$230.8K (+$6.7K)
Filed 2026-10-09
Clark Asset Management, LLC
INCREASED
Shares2,281 from 2,266
Change+15 (+1%)
Value$230.7K (+$8.2K)
Filed 2026-10-19
Summit Asset Management, LLC
INCREASED
Shares2,281 from 2,268
Change+13 (+1%)
Value$230.6K (+$7.9K)
Filed 2026-11-05
Citizens Financial Group Inc
NEW
Shares2,276
Change+2,276
Value$230.2K
Filed 2026-10-23
Wesbanco Bank Inc
UNCHANGED
Shares2,274 from 2,274
Change0 (0%)
Value$230.0K (+$6.7K)
Filed 2026-11-04
Creative Capital Management Investments LLC
INCREASED
Shares2,266 from 2,252
Change+14 (+1%)
Value$229.2K (+$8.0K)
Filed 2026-10-28
Commonwealth Retirement Investments LLC
INCREASED
Shares2,227 from 2,205
Change+22 (+1%)
Value$225.2K (+$8.7K)
Filed 2026-10-26
Signature Equity Partners, LLC
DECREASED
Shares2,197 from 2,273
Change-76 (-3%)
Value$222.2K (-$1.0K)
Filed 2026-10-29
Fiduciary Alliance LLC
DECREASED
Shares2,192 from 8,144
Change-5,952 (-73%)
Value$221.7K (-$578.1K)
Filed 2026-10-13
United Advisor Group, LLC
DECREASED
Shares2,154 from 2,188
Change-34 (-2%)
Value$217.8K (+$3.0K)
Filed 2026-11-03
Bauman Advisory Group, LLC
NEW
Shares2,142
Change+2,142
Value$216.6K
Filed 2026-10-29
Five Pine Wealth Management
INCREASED
Shares2,127 from 2,111
Change+16 (+1%)
Value$215.2K (+$7.9K)
Filed 2026-10-20
Advisor OS, LLC
INCREASED
Shares2,127 from 2,126
Change+1 (+0%)
Value$215.1K (+$6.4K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
NEW
Shares2,118
Change+2,118
Value$214.2K
Filed 2026-10-19
Greatmark Investment Partners, Inc.
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$213.4K (+$6.2K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
NEW
Shares2,100
Change+2,100
Value$212.4K
Filed 2026-10-08
Maia Wealth LLC
NEW
Shares2,095
Change+2,095
Value$211.8K
Filed 2026-10-19
Elser Financial Planning, Inc
DECREASED
Shares2,086 from 2,176
Change-90 (-4%)
Value$210.9K (-$2.7K)
Filed 2026-10-16
Southland Equity Partners LLC
DECREASED
Shares2,086 from 2,096
Change-10 (0%)
Value$211.0K (+$5.1K)
Filed 2026-10-14
Opus Financial Solutions LLC
UNCHANGED
Shares2,078 from 2,078
Change0 (0%)
Value$210.1K (+$6.1K)
Filed 2026-11-06
Bouvel Investment Partners, LLC
UNCHANGED
Shares2,076 from 2,076
Change0 (0%)
Value$209.9K (+$6.1K)
Filed 2026-10-13
Blvd Private Wealth, LLC
DECREASED
Shares2,074 from 2,125
Change-51 (-2%)
Value$209.8K (+$1.1K)
Filed 2026-10-14
Northcape Wealth Management, LLC
DECREASED
Shares2,070 from 4,070
Change-2,000 (-49%)
Value$209.3K (-$190.3K)
Filed 2026-11-04
ProVise Management Group, LLC
INCREASED
Shares2,069 from 2,056
Change+13 (+1%)
Value$209.3K (+$7.3K)
Filed 2026-11-06
Martel Wealth Advisors LLC
UNCHANGED
Shares2,048 from 2,048
Change0 (0%)
Value$207.1K (+$6.0K)
Filed 2026-10-14
Syntax Research, Inc.
NEW
Shares2,043
Change+2,043
Value$206.6K
Filed 2026-11-04
Garde Capital, Inc.
NEW
Shares2,031
Change+2,031
Value$205.4K
Filed 2026-10-29
Griffin Asset Management, Inc.
NEW
Shares2,000
Change+2,000
Value$202.3K
Filed 2026-10-22
Davidson Kahn Capital Management, LLC
NEW
Shares2,000
Change+2,000
Value$202.3K
Filed 2026-10-26
Elevation Wealth Management LLC
NEW
Shares1,992
Change+1,992
Value$201.4K
Filed 2026-11-02
FF Advisors,LLC
NEW
Shares1,990
Change+1,990
Value$201.2K
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares1,972 from 646
Change+1,326 (+205%)
Value$199.4K (+$136.0K)
Filed 2026-11-05
Richardson Financial Services Inc.
UNCHANGED
Shares1,932 from 1,932
Change0 (0%)
Value$195.4K (+$5.7K)
Filed 2026-10-30
Bfsg, LLC
INCREASED
Shares1,850 from 1,768
Change+82 (+5%)
Value$187.1K (+$13.5K)
Filed 2026-10-30
Trust Co of Vermont
INCREASED
Shares1,692 from 97
Change+1,595 (+1644%)
Value$171.1K (+$161.6K)
Filed 2026-10-21
Team Financial Group, LLC
NEW
Shares1,670
Change+1,670
Value$168.9K
Filed 2026-10-30
Eastern Bank
INCREASED
Shares1,665 from 395
Change+1,270 (+322%)
Value$168.4K (+$129.6K)
Filed 2026-10-05
Downshift Financial, LLC
UNCHANGED
Shares1,641 from 1,641
Change0 (0%)
Value$166.0K (+$4.8K)
Filed 2026-10-13
Transce3nd, LLC
INCREASED
Shares1,542 from 306
Change+1,236 (+404%)
Value$158.0K (+$127.2K)
Filed 2026-10-26
Carolina Wealth Advisors, LLC
NEW
Shares1,435
Change+1,435
Value$145.1K
Filed 2026-10-23
Adirondack Trust Co
DECREASED
Shares1,425 from 1,427
Change-2 (0%)
Value$144.1K (+$4.0K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,329 from 1,562
Change-233 (-15%)
Value$134.4K (-$19.0K)
Filed 2026-11-04
TFC Financial Management, Inc.
DECREASED
Shares1,278 from 1,351
Change-73 (-5%)
Value$129.3K (-$3.4K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$124.5K (+$3.6K)
Filed 2026-10-27
Global Trust Asset Management, LLC
DECREASED
Shares1,185 from 1,290
Change-105 (-8%)
Value$119.8K (-$6.8K)
Filed 2026-10-19
Acropolis Investment Management, LLC
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$115.6K (+$3.3K)
Filed 2026-10-08
Stone House Investment Management, LLC
DECREASED
Shares1,116 from 1,655
Change-539 (-33%)
Value$112.9K (-$49.7K)
Filed 2026-10-23
Morton Brown Family Wealth, LLC
INCREASED
Shares1,075 from 268
Change+807 (+301%)
Value$108.7K (+$82.4K)
Filed 2026-10-23
MV Capital Management, Inc.
NEW
Shares938
Change+938
Value$94.9K
Filed 2026-10-29
Kentucky Trust Co
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$91.0K (+$2.6K)
Filed 2026-10-15
Wells Financial Advisors Inc
INCREASED
Shares884 from 124
Change+760 (+613%)
Value$89.4K (+$77.2K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED
Shares871 from 854
Change+17 (+2%)
Value$88.1K (+$4.2K)
Filed 2026-10-19
Hurley Capital, LLC
INCREASED
Shares853 from 772
Change+81 (+10%)
Value$86.3K (+$10.5K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares838
Change+838
Value$84.8K
Filed 2026-10-27
UMB Bank, n.a.
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$81.5K (+$2.4K)
Filed 2026-11-06
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$78.0K (+$2.3K)
Filed 2026-10-07
WPG Advisers, LLC
DECREASED
Shares735 from 754
Change-19 (-3%)
Value$74.3K (+$288)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$71.6K (+$2.1K)
Filed 2026-10-23
Northstar Asset Management Co
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$66.6K (+$527)
Filed 2026-10-22
Elevation Wealth Partners, LLC
INCREASED
Shares645 from 642
Change+3 (+0%)
Value$65.2K (+$2.1K)
Filed 2026-10-07
Bayban
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$59.7K ($0)
Filed 2026-11-05
Blume Capital Management, Inc.
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$61.3K (+$1.8K)
Filed 2026-10-26
Y.D. More Investments Ltd
NEW
Shares595
Change+595
Value$60.2K
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares575 from 219
Change+356 (+163%)
Value$58.2K (+$36.6K)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
DECREASED
Shares567 from 623
Change-56 (-9%)
Value$57.3K (-$3.8K)
Filed 2026-11-03
Winthrop Capital Management, LLC
INCREASED
Shares520 from 517
Change+3 (+1%)
Value$52.6K (+$1.6K)
Filed 2026-11-05
CX Institutional
DECREASED
Shares506 from 524
Change-18 (-3%)
Value$51 ($0)
Filed 2026-10-02
Kimelman & Baird, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$49.4K (+$1.4K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares432 from 382
Change+50 (+13%)
Value$43.7K (+$6.2K)
Filed 2026-10-14
Independence Bank of Kentucky
NEW
Shares423
Change+423
Value$42.8K
Filed 2026-10-26
Buck Wealth Strategies, LLC
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$42.2K (+$1.2K)
Filed 2026-10-28
Hara Capital LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$40.5K (+$1.2K)
Filed 2026-10-30
Kingdom Financial Group Llc.
INCREASED
Shares377 from 374
Change+3 (+1%)
Value$38.1K (+$1.4K)
Filed 2026-11-04
Versant Capital Management, Inc
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$36.9K (+$1.1K)
Filed 2026-10-02
Archer Investment Corp
INCREASED
Shares352 from 351
Change+1 (+0%)
Value$35.6K (+$1.1K)
Filed 2026-11-05
American Capital Advisory, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$35.4K (+$1.0K)
Filed 2026-10-28
EPG Wealth Management LLC
INCREASED
Shares325 from 322
Change+3 (+1%)
Value$32.8K (+$1.2K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$32.1K (+$929)
Filed 2026-10-22
Nfsg Corp
INCREASED
Shares315 from 312
Change+3 (+1%)
Value$31.8K (+$1.2K)
Filed 2026-10-15
Financial Consulate, Inc
INCREASED
Shares308 from 305
Change+3 (+1%)
Value$31.1K (+$1.1K)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$28.8K (+$836)
Filed 2026-10-13
Elevate Wealth Advisory, Inc
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$25.6K (+$741)
Filed 2026-10-29
Harbor Investment Advisory, LLC
INCREASED
Shares224 from 69
Change+155 (+225%)
Value$22.7K (+$15.9K)
Filed 2026-10-13
Ulland Investment Advisors, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$22 ($0)
Filed 2026-10-13
IAG Wealth Partners, LLC
NEW
Shares202
Change+202
Value$20.4K
Filed 2026-11-06
Miller Global Investments, LLC
NEW
Shares200
Change+200
Value$20.2K
Filed 2026-10-02
Hilton Head Capital Partners, LLC
INCREASED
Shares179 from 178
Change+1 (+1%)
Value$18.1K (+$662)
Filed 2026-10-23
Arcadia Investment Advisors LLC
NEW
Shares167
Change+167
Value$16.9K
Filed 2026-10-13
CKW Financial Group
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$16 (+$1)
Filed 2026-10-29
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$15.3K (+$442)
Filed 2026-10-27
Blue Trust, Inc.
DECREASED
Shares148 from 529
Change-381 (-72%)
Value$15.0K (-$36.9K)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$13.7K (+$396)
Filed 2026-11-05
Lodestone Wealth Management LLC
NEW
Shares130
Change+130
Value$13.1K
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares125 from 103
Change+22 (+21%)
Value$13 (+$3)
Filed 2026-10-14
Caldwell Trust Co
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$11.0K (+$319)
Filed 2026-10-30
WestEnd Advisors, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$10.5K (+$305)
Filed 2026-10-27
New England Capital Financial Advisors LLC
NEW
Shares100
Change+100
Value$10.1K
Filed 2026-11-03
Union Savings Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.1K (+$293)
Filed 2026-10-14
Armor Investment Advisors, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$9.6K (+$278)
Filed 2026-10-27
Key FInancial Inc
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$8.4K (+$243)
Filed 2026-11-02
Golden State Wealth Management, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$8.4K (+$307)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.1K (+$234)
Filed 2026-10-21
Russell Investments Group, Ltd.
DECREASED
Shares74 from 491
Change-417 (-85%)
Value$7.5K (-$40.7K)
Filed 2026-11-06
Financial Freedom, LLC
NEW
Shares69
Change+69
Value$7.0K
Filed 2026-11-06
Cullen T Bankers, Inc.
NEW
Shares62
Change+62
Value$6.3K
Filed 2026-10-28
Princeton Global Asset Management LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$6.1K (+$176)
Filed 2026-10-21
Washington Trust Advisors, Inc.
NEW
Shares53
Change+53
Value$5.4K
Filed 2026-10-22
POM Investment Strategies, LLC
INCREASED
Shares44 from 43
Change+1 (+2%)
Value$4.4K (+$161)
Filed 2026-10-20
McCarley & Cook Financial Planners
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$4.1K (+$120)
Filed 2026-10-21
Reap Financial Group, LLC
INCREASED
Shares28 from 27
Change+1 (+4%)
Value$2.8K (+$102)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.7K (+$99)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.0K (+$59)
Filed 2026-11-04
Essential Investment Partners LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.4K (+$41)
Filed 2026-10-27
Vima LLC
DECREASED
Shares12 from 207
Change-195 (-94%)
Value$1.2K (-$19.1K)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$506 (+$15)
Filed 2026-10-15
Retirement Wealth Solutions LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$88 (+$3)
Filed 2026-10-07
OMC Financial Services LTD
CLOSED
Shares0 from 37,957
Change-37,957 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-19
TBH Global Asset Management, LLC
CLOSED
Shares0 from 18,736
Change-18,736 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 6,397
Change-6,397 (-100%)
Value$0 (-$628.2K)
Filed 2026-11-04
Diversify Wealth Management, LLC
CLOSED
Shares0 from 5,349
Change-5,349 (-100%)
Value$0 (-$546.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
CLOSED
Shares0 from 5,349
Change-5,349 (-100%)
Value$0 (-$546.8K)
Filed 2026-10-20
Newport Capital Group, LLC
CLOSED
Shares0 from 4,807
Change-4,807 (-100%)
Value$0 (-$472.0K)
Filed 2026-10-16
Perennial Advisors, LLC
CLOSED
Shares0 from 3,879
Change-3,879 (-100%)
Value$0 (-$380.9K)
Filed 2026-10-13
Milestone Asset Management, LLC
CLOSED
Shares0 from 2,691
Change-2,691 (-100%)
Value$0 (-$264.3K)
Filed 2026-10-15
Syverson Strege & Co
CLOSED
Shares0 from 2,451
Change-2,451 (-100%)
Value$0 (-$240.7K)
Filed 2026-11-02
Trilogy Capital Inc.
CLOSED
Shares0 from 2,312
Change-2,312 (-100%)
Value$0 (-$227.0K)
Filed 2026-10-20
Money Concepts Capital Corp
CLOSED
Shares0 from 2,187
Change-2,187 (-100%)
Value$0 (-$214.8K)
Filed 2026-11-06
Keybank National Association
CLOSED
Shares0 from 2,165
Change-2,165 (-100%)
Value$0 (-$212.6K)
Filed 2026-11-04
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 2,040
Change-2,040 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 1,340
Change-1,340 (-100%)
Value$0 (-$131.6K)
Filed 2026-11-06
Atlatl Advisers LLC
CLOSED
Shares0 from 1,276
Change-1,276 (-100%)
Value$0 (-$125.3K)
Filed 2026-10-22
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 894
Change-894 (-100%)
Value$0 (-$87.8K)
Filed 2026-10-16
Tsfg, LLC
CLOSED
Shares0 from 599
Change-599 (-100%)
Value$0 (-$59.0K)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 578
Change-578 (-100%)
Value$0 (-$56.8K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 332
Change-332 (-100%)
Value$0 (-$32.7K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-20
Brooklyn FI, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-05
Coston, McIsaac & Partners
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-06
Key Capital Management, Inc
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$202)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$300.4K (+$79.9K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 6,660,700
Change-6,660,700 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,351,629
Change-6,351,629 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,269,527
Change-4,269,527 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,800,924
Change-2,800,924 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,797,471
Change-2,797,471 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,491,771
Change-2,491,771 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,335,889
Change-2,335,889 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,983,451
Change-1,983,451 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,813,467
Change-1,813,467 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,709,221
Change-1,709,221 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 962,375
Change-962,375 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 854,674
Change-854,674 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 675,900
Change-675,900 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 622,475
Change-622,475 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 613,923
Change-613,923 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 568,850
Change-568,850 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 477,136
Change-477,136 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 467,617
Change-467,617 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 458,817
Change-458,817 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 377,479
Change-377,479 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 368,566
Change-368,566 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 352,577
Change-352,577 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 345,385
Change-345,385 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 328,775
Change-328,775 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 315,871
Change-315,871 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 299,797
Change-299,797 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 290,148
Change-290,148 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 288,795
Change-288,795 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 286,697
Change-286,697 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 284,828
Change-284,828 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 283,514
Change-283,514 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 214,812
Change-214,812 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 213,770
Change-213,770 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 206,897
Change-206,897 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 200,019
Change-200,019 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 188,025
Change-188,025 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 180,311
Change-180,311 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 177,024
Change-177,024 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 175,499
Change-175,499 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 172,421
Change-172,421 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 167,842
Change-167,842 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 163,055
Change-163,055 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 161,663
Change-161,663 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 160,656
Change-160,656 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 160,564
Change-160,564 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 153,037
Change-153,037 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 146,556
Change-146,556 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 145,328
Change-145,328 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 143,731
Change-143,731 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 141,191
Change-141,191 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 138,316
Change-138,316 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 137,666
Change-137,666 (-100%)
Value—
Stephens Inc
N/A
Shares— from 131,662
Change-131,662 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 125,110
Change-125,110 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 123,211
Change-123,211 (-100%)
Value—
Croban
N/A
Shares— from 120,219
Change-120,219 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 119,199
Change-119,199 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 117,219
Change-117,219 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 112,800
Change-112,800 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 111,094
Change-111,094 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 110,079
Change-110,079 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 100,298
Change-100,298 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 95,139
Change-95,139 (-100%)
Value—
&partners
N/A
Shares— from 87,986
Change-87,986 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 85,843
Change-85,843 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 81,797
Change-81,797 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 81,096
Change-81,096 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 78,095
Change-78,095 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 78,018
Change-78,018 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 76,915
Change-76,915 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 74,271
Change-74,271 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 68,886
Change-68,886 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 68,231
Change-68,231 (-100%)
Value—
Blair William & Co
N/A
Shares— from 65,133
Change-65,133 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 62,638
Change-62,638 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 62,540
Change-62,540 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 61,475
Change-61,475 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 60,585
Change-60,585 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 60,410
Change-60,410 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 57,898
Change-57,898 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 56,736
Change-56,736 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 54,270
Change-54,270 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 54,128
Change-54,128 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 53,822
Change-53,822 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 53,571
Change-53,571 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 52,630
Change-52,630 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 51,877
Change-51,877 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 50,223
Change-50,223 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 50,039
Change-50,039 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 49,782
Change-49,782 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 47,650
Change-47,650 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 45,974
Change-45,974 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 45,420
Change-45,420 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 45,285
Change-45,285 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 45,030
Change-45,030 (-100%)
Value—
FMR LLC
N/A
Shares— from 44,706
Change-44,706 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 43,385
Change-43,385 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 43,266
Change-43,266 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 43,125
Change-43,125 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 41,261
Change-41,261 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 41,183
Change-41,183 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 41,178
Change-41,178 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 41,140
Change-41,140 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 41,046
Change-41,046 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 40,284
Change-40,284 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 39,786
Change-39,786 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 39,481
Change-39,481 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 38,601
Change-38,601 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 36,730
Change-36,730 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 35,442
Change-35,442 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 35,255
Change-35,255 (-100%)
Value—
Commerce Bank
N/A
Shares— from 35,073
Change-35,073 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 34,993
Change-34,993 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 34,952
Change-34,952 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 33,834
Change-33,834 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 33,727
Change-33,727 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 33,310
Change-33,310 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 33,026
Change-33,026 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 32,797
Change-32,797 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 32,598
Change-32,598 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 32,455
Change-32,455 (-100%)
Value—
Motco
N/A
Shares— from 30,985
Change-30,985 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 30,154
Change-30,154 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 29,650
Change-29,650 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 29,333
Change-29,333 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 28,323
Change-28,323 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 28,251
Change-28,251 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 28,038
Change-28,038 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 27,757
Change-27,757 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 25,750
Change-25,750 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 24,435
Change-24,435 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,427
Change-24,427 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 24,398
Change-24,398 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 23,956
Change-23,956 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 23,941
Change-23,941 (-100%)
Value—
Nwam LLC
N/A
Shares— from 23,273
Change-23,273 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 22,783
Change-22,783 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 22,506
Change-22,506 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 22,205
Change-22,205 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 22,025
Change-22,025 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 21,988
Change-21,988 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 21,970
Change-21,970 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 21,736
Change-21,736 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 21,243
Change-21,243 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,584
Change-20,584 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,562
Change-20,562 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 20,135
Change-20,135 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 19,125
Change-19,125 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 18,726
Change-18,726 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,602
Change-18,602 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 18,460
Change-18,460 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 18,218
Change-18,218 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 17,535
Change-17,535 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 17,424
Change-17,424 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 16,935
Change-16,935 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 16,692
Change-16,692 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 16,384
Change-16,384 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 16,345
Change-16,345 (-100%)
Value—
Betterment LLC
N/A
Shares— from 16,083
Change-16,083 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 15,965
Change-15,965 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 15,958
Change-15,958 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 15,702
Change-15,702 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,170
Change-15,170 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 15,121
Change-15,121 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 15,100
Change-15,100 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 14,765
Change-14,765 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 14,538
Change-14,538 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 14,314
Change-14,314 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 14,304
Change-14,304 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 14,214
Change-14,214 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 13,790
Change-13,790 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 13,729
Change-13,729 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 13,582
Change-13,582 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 13,554
Change-13,554 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 12,933
Change-12,933 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 12,884
Change-12,884 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,879
Change-12,879 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 12,808
Change-12,808 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 12,654
Change-12,654 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 12,358
Change-12,358 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,105
Change-12,105 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 12,050
Change-12,050 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 12,027
Change-12,027 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
CNB Bank
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 11,442
Change-11,442 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,201
Change-11,201 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,173
Change-11,173 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 10,926
Change-10,926 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,592
Change-10,592 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 10,481
Change-10,481 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 10,317
Change-10,317 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10,281
Change-10,281 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 10,235
Change-10,235 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 10,001
Change-10,001 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 9,990
Change-9,990 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 9,725
Change-9,725 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 9,003
Change-9,003 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,972
Change-8,972 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,967
Change-8,967 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 8,889
Change-8,889 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,734
Change-8,734 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,374
Change-8,374 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 8,320
Change-8,320 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 8,257
Change-8,257 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,024
Change-8,024 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 7,938
Change-7,938 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 7,392
Change-7,392 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,331
Change-7,331 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,063
Change-7,063 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,905
Change-6,905 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 6,628
Change-6,628 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 6,569
Change-6,569 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 6,380
Change-6,380 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 6,374
Change-6,374 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,821
Change-5,821 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,714
Change-5,714 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 5,542
Change-5,542 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 5,397
Change-5,397 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,451
Change-4,451 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,734
Change-3,734 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,873
Change-2,873 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 964
Change-964 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 907
Change-907 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 814
Change-814 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 492
Change-492 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 461
Change-461 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 455
Change-455 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 304
Change-304 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 202
Change-202 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 186
Change-186 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Allianz SE
N/A
Shares— from 94
Change-94 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 83
Change-83 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 22
Change-22 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Orgel Wealth Management, LLC
INCREASED3,093,9033,084,964+8,939+0%$302.9M$312.9M+$9.9M2026-10-14
LPL Financial LLC
INCREASED3,082,8282,888,314+194,514+7%$283.6M$311.8M+$28.1M2026-11-06
Confluence Wealth Services, Inc.
INCREASED1,712,1671,530,507+181,660+12%$150.3M$173.2M+$22.9M2026-11-05
Creative Planning
INCREASED721,475721,215+260+0%$70.8M$73.0M+$2.1M2026-11-02
PNC Financial Services Group, Inc.
INCREASED706,538653,380+53,158+8%$64.2M$71.5M+$7.3M2026-11-06
Summit Financial Wealth Advisors, LLC
INCREASED690,818670,311+20,507+3%$65.8M$69.9M+$4.0M2026-10-15
Commonwealth Equity Services, LLC
DECREASED471,089478,114-7,025-1%$47.0M$47.6M+$690.4K2026-11-02
Barry Investment Advisors, LLC
INCREASED453,804425,601+28,203+7%$41.8M$45.9M+$4.1M2026-10-14
Truist Financial Corp
DECREASED413,614428,595-14,981-3%$42.1M$41.8M-$259.2K2026-10-30
Capital Advantage, Inc.
DECREASED413,464415,485-2,0210%$40.8M$41.8M+$1.0M2026-10-14
LS Investment Advisors, LLC
INCREASED382,683370,210+12,473+3%$36.4M$38.7M+$2.3M2026-10-13
Burns J W & Co Inc
INCREASED339,183334,655+4,528+1%$32.9M$34.3M+$1.4M2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED333,330296,816+36,514+12%$29.1M$33.7K-$29.1M2026-11-02
Assetmark, Inc
INCREASED314,856312,298+2,558+1%$30.7M$31.8M+$1.2M2026-10-21
First Hawaiian Bank
DECREASED302,373304,625-2,252-1%$29.9M$30.6M+$664.8K2026-10-14
Joel Isaacson & Co., LLC
INCREASED265,881233,051+32,830+14%$22.9M$26.9M+$4.0M2026-11-05
New England Private Wealth Advisors LLC
INCREASED256,911241,179+15,732+7%$24.5M$26.0M+$1.5M2026-10-19
Main Line Retirement Advisors, LLC
INCREASED256,704247,065+9,639+4%$24.3M$26.0M+$1.7M2026-10-14
Strategic Point Investment Advisors, LLC
INCREASED254,304253,656+648+0%$24.9M$25.7M+$808.8K2026-10-29
AAF Wealth Management, LLC
INCREASED247,833241,414+6,419+3%$23.7M$25.1M+$1.4M2026-10-28
Citigroup Inc
INCREASED237,971222,710+15,261+7%$21.9M$24.1M+$2.2M2026-11-04
Kwmg, LLC
INCREASED230,372221,556+8,816+4%$21.8M$23.3M+$1.5M2026-10-07
Ackerman Capital Advisors, LLC
DECREASED209,229209,764-5350%$20.6M$21.2M+$560.5K2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED209,017189,310+19,707+10%$18.6M$21.1M+$2.5M2026-10-13
Tull Financial Group, Inc.
INCREASED194,994185,302+9,692+5%$18.2M$19.7M+$1.5M2026-11-05
Capital Investment Advisors, LLC
INCREASED192,827192,187+640+0%$18.9M$19.5M+$627.8K2026-10-22
Moran Wealth Management, LLC
INCREASED187,399158,397+29,002+18%$15.6M$19.0M+$3.4M2026-10-22
Clarity Wealth Advisors, LLC
INCREASED186,166178,258+7,908+4%$17.5M$18.8M+$1.3M2026-10-21
Buska Wealth Management, LLC
INCREASED182,114142,542+39,572+28%$14.0M$18.4M+$4.4M2026-10-08
Kestra Advisory Services, LLC
INCREASED178,863160,130+18,733+12%$15.7M$18.1M+$2.4M2026-11-02
Capital Advisors Wealth Management, LLC
INCREASED173,101168,070+5,031+3%$16.5M$17.5M+$1.0M2026-10-09
Pinnacle Financial Group, LLC / IL
INCREASED169,641165,256+4,385+3%$16.2M$17.2M+$927.6K2026-10-29
Courier Capital LLC
INCREASED167,347152,168+15,179+10%$14.9M$16.9M+$2.0M2026-10-19
West Bancorporation Inc
INCREASED153,588147,657+5,931+4%$14.5M$15.5M+$1.0M2026-10-29
Human Investing LLC
DECREASED148,081157,495-9,414-6%$15.5M$15.0M-$490.6K2026-10-19
Prentice Wealth Management LLC
INCREASED146,531144,123+2,408+2%$14.2M$14.8M+$665.8K2026-10-20
Financial Perspectives, Inc
INCREASED146,520143,597+2,923+2%$14.1M$14.8M+$716.4K2026-11-03
Cedar Mountain Advisors, LLC
INCREASED143,186140,798+2,388+2%$13.8M$14.5M+$654.0K2026-10-15
Kraft, Davis & Associates, LLC
INCREASED141,584137,555+4,029+3%$13.7M$14.3M+$681.9K2026-10-21
Family Investment Center, Inc.
INCREASED140,193139,946+247+0%$13.7M$14.2M+$435.1K2026-10-19
Markowski Investments
INCREASED139,476136,539+2,937+2%$13.4M$14.1M+$697.1K2026-10-30
Wedmont Private Capital
DECREASED136,388138,786-2,398-2%$14.0M$13.6M-$310.8K2026-10-09
Equitable Trust Co
INCREASED132,522131,252+1,270+1%$12.9M$13.4M+$513.0K2026-10-13
MGO One Seven LLC
INCREASED128,604125,854+2,750+2%$12.4M$13.0M+$646.9K2026-10-28
RTD Financial Advisors, Inc.
DECREASED126,968129,933-2,965-2%$12.8M$12.8M+$80.9K2026-10-09
Sweeney & Michel, LLC
INCREASED126,599122,274+4,325+4%$12.8M$12.8M-$41.9K2026-10-16
Procyon Advisors, LLC
DECREASED126,191141,832-15,641-11%$13.9M$12.8M-$1.2M2026-10-21
Eagle Strategies LLC
INCREASED119,287115,297+3,990+3%$11.3M$12.1M+$741.3K2026-10-16
Strategic Wealth Investment Group, LLC
DECREASED118,365123,648-5,283-4%$12.1M$12.0M-$172.0K2026-10-29
CRA Financial Services, LLC
INCREASED118,157110,436+7,721+7%$10.8M$11.9M+$1.1M2026-10-16
Atria Investments, Inc
INCREASED116,705115,062+1,643+1%$11.3M$11.8M+$503.3K2026-10-15
Rebalance, LLC
INCREASED116,588113,432+3,156+3%$11.1M$11.8M+$651.5K2026-10-22
Farther Finance Advisors, LLC
INCREASED114,989106,103+8,886+8%$10.4M$11.6M+$1.2M2026-10-08
Mechanics Bank Trust Department
INCREASED114,73596,267+18,468+19%$9.5M$11.6M+$2.1M2026-10-13
Unison Advisors LLC
DECREASED109,585136,603-27,018-20%$13.4M$11.1M-$2.3M2026-10-29
Fiduciary Advisors, Inc.
INCREASED108,60378,424+30,179+38%$7.7M$11.0M+$3.3M2026-10-16
Merit Financial Group, LLC
INCREASED107,20887,040+20,168+23%$8.5M$10.8M+$2.3M2026-11-06
Quaker Wealth Management, LLC
INCREASED107,113102,932+4,181+4%$10.1M$10.8M+$724.5K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED105,830105,505+325+0%$10.4M$10.7M+$342.1K2026-11-06
Marathon Capital Management
DECREASED103,313104,752-1,439-1%$10.3M$10.4M+$161.4K2026-10-23
Mountain Capital Investment Advisors Inc.
DECREASED102,140104,627-2,487-2%$10.3M$10.3M+$55.1K2026-11-06
Precedent Wealth Partners, LLC
INCREASED99,81193,732+6,079+6%$9.2M$10.1M+$889.5K2026-10-21
HUB Investment Partners, LLC
DECREASED98,73198,988-2570%$9.7M$10.0M+$264.1K2026-11-03
Independent Financial Group, LLC
INCREASED98,49696,011+2,485+3%$9.4M$10.0M+$532.7K2026-10-13
Mission Wealth Management, LP
DECREASED98,085112,087-14,002-12%$11.0M$9.9M-$1.1M2026-10-15
BCS Wealth Management
INCREASED96,07494,636+1,438+2%$9.3M$9.7M+$422.7K2026-11-03
Global Wealth Management Investment Advisory, Inc.
NEW94,952—+94,952——$9.6M—2026-11-04
ADG Wealth Management Group, LLC
INCREASED93,99192,768+1,223+1%$9.1M$9.5M+$395.5K2026-10-23
TD Waterhouse Canada Inc.
INCREASED93,86785,432+8,435+10%$8.4M$9.4M+$1.0M2026-10-16
Angeles Investment Advisors, LLC
UNCHANGED93,50093,50000%$9.2M$9.5M+$274.0K2026-10-22
Lebenthal Global Advisors, LLC
DECREASED93,43793,497-600%$9.2M$9.4M+$267.8K2026-10-28
Cherry Tree Wealth Management, LLC
DECREASED92,74192,795-540%$9.1M$9.4M+$266.5K2026-10-15
Ariston Services Group
DECREASED90,41390,421-80%$8.9M$9.1M+$264.1K2026-10-16
Guardian Financial Partners, LLC
INCREASED88,70888,106+602+1%$8.7M$9.0M+$319.0K2026-11-04
Legacy Advisors, LLC
INCREASED86,79086,778+12+0%$8.5M$8.8M+$255.4K2026-10-19
Cornerstone Advisory, LLC
INCREASED86,47880,745+5,733+7%$7.9M$8.7M+$816.3K2026-11-06
Turning Point Benefit Group, Inc.
INCREASED85,17080,039+5,131+6%$7.8M$8.5M+$658.2K2026-10-28
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED85,00085,00000%$8.3M$8.6M+$249.1K2026-11-02
International City Management Association Retirement Corp
NEW80,049—+80,049——$8.1M—2026-10-26
McKinley Carter Wealth Services, Inc.
DECREASED76,41577,821-1,406-2%$7.6M$7.7M+$85.8K2026-10-16
Mayfair Advisory Group, LLC
INCREASED74,85070,903+3,947+6%$7.2M$7.6M+$363.0K2026-10-20
Wealthcare Advisory Partners LLC
DECREASED73,39773,823-426-1%$7.2M$7.4M+$173.2K2026-10-21
First Premier Bank
INCREASED72,00771,145+862+1%$7.0K$7.3K+$2952026-10-13
Heartwood Wealth Advisors LLC
INCREASED71,32471,040+284+0%$7.0M$7.2M+$236.9K2026-10-05
First Citizens Bank & Trust Co
DECREASED70,81772,395-1,578-2%$7.1M$7.2M+$52.5K2026-10-14
Oppenheimer & Co Inc
DECREASED70,80171,045-2440%$7.0M$7.2M+$183.5K2026-10-26
Walkner Condon Financial Advisors LLC
DECREASED70,15677,071-6,915-9%$7.6M$7.1M-$473.5K2026-11-02
Raab & Moskowitz Asset Management LLC
DECREASED67,42068,682-1,262-2%$6.7M$6.8M+$73.6K2026-11-02
Venture Visionary Partners LLC
INCREASED67,07766,782+295+0%$6.6M$6.8M+$225.5K2026-10-07
High Net Worth Advisory Group LLC
INCREASED60,49258,314+2,178+4%$5.7M$6.1M+$391.0K2026-10-26
Apeiron RIA LLC
DECREASED60,12569,925-9,800-14%$6.9M$6.0M-$864.9K2026-10-08
JFS Wealth Advisors, LLC
DECREASED56,23257,125-893-2%$5.6M$5.7M+$77.1K2026-11-03
My Personal CFO, LLC
INCREASED56,04633,194+22,852+69%$3.3M$5.7M+$2.4M2026-10-14
Investors Research Corp
INCREASED54,16449,931+4,233+8%$4.9M$5.5M+$574.4K2026-10-07
Gradient Investments LLC
INCREASED53,63652,124+1,512+3%$5.1M$5.4M+$305.6K2026-10-08
John A. Wolfe & Associates, Inc.
DECREASED52,23353,958-1,725-3%$5.3M$5.3M-$16.4K2026-11-06
Valmark Advisers, Inc.
INCREASED48,48247,599+883+2%$4.7M$4.9M+$228.8K2026-11-06
Cowa, LLC
INCREASED48,18346,248+1,935+4%$4.5M$4.9M+$331.2K2026-10-30
Strategic Blueprint, LLC
INCREASED48,13047,678+452+1%$4.7M$4.9M+$185.4K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED44,85241,925+2,927+7%$4.2M$4.5M+$271.5K2026-10-13
Linscomb Wealth, Inc.
DECREASED44,68546,553-1,868-4%$4.6M$4.5M-$52.5K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED44,66443,938+726+2%$4.3M$4.5M+$190.4K2026-10-13
TD Private Client Wealth LLC
INCREASED44,55439,192+5,362+14%$3.8M$4.5M+$657.1K2026-10-28
180 Wealth Advisors, LLC
DECREASED44,17144,915-744-2%$4.4M$4.5M+$56.4K2026-11-03
Angeles Wealth Management, LLC
UNCHANGED44,00044,00000%$4.3M$4.4M+$128.9K2026-10-26
Certified Advisory Corp
DECREASED41,29141,422-1310%$4.1M$4.2M+$108.2K2026-10-29
Pinnacle Associates LTD
INCREASED41,27612,241+29,035+237%$1.2M$4.2M+$3.0M2026-10-20
Access Investment Management LLC
INCREASED40,75730,237+10,520+35%$3.0M$4.1M+$1.2M2026-10-23
Montecito Bank & Trust
INCREASED39,55639,256+300+1%$3.9M$4.0M+$145.4K2026-10-01
Greg Jennings, LLC
NEW39,402—+39,402——$4.0M—2026-10-19
KFG Wealth Management, LLC
INCREASED39,37634,572+4,804+14%$3.4M$4.0M+$587.1K2026-10-16
Dickmeyer Boyce Financial Management, Inc.
INCREASED39,36833,217+6,151+19%$3.3M$4.0M+$719.3K2026-10-08
Fortis Group Advisors, LLC
DECREASED37,84656,001-18,155-32%$5.5M$3.8M-$1.7M2026-11-06
10Elms LLP
INCREASED37,63535,294+2,341+7%$3.5M$3.8M+$316.4K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED37,59037,169+421+1%$3.6M$3.8M+$151.5K2026-11-05
Oasis Advisors, LLC
INCREASED37,3229,357+27,965+299%$918.9K$3.8M+$2.9M2026-10-16
Decker Retirement Planning Inc.
DECREASED36,95939,017-2,058-5%$3.8M$3.7M-$93.8K2026-10-19
SJS Investment Consulting Inc.
INCREASED36,93836,649+289+1%$3.6M$3.7M+$136.6K2026-10-26
Sapient Capital LLC
INCREASED36,89433,335+3,559+11%$3.3M$3.7M+$457.6K2026-10-08
Pathway Financial Advisers, LLC
INCREASED36,67130,670+6,001+20%$3.0M$3.7M+$696.8K2026-10-27
B. Riley Wealth Advisors, Inc.
NEW34,955—+34,955——$3.5M—2026-10-13
Selby Wealth Management, LLC
INCREASED33,94931,893+2,056+6%$3.1M$3.4M+$301.4K2026-10-16
Marino, Stram & Associates LLC
INCREASED33,77232,744+1,028+3%$3.2M$3.4M+$199.9K2026-10-22
Compass Financial Management LLC
INCREASED33,35832,104+1,254+4%$3.2M$3.4M+$148.8K2026-10-30
PFG Advisors
INCREASED32,91614,386+18,530+129%$1.4M$3.3M+$1.9M2026-10-16
BG Investment Services, LLC
INCREASED32,35828,687+3,671+13%$2.8M$3.3M+$455.4K2026-10-23
Breakwater Investment Management
DECREASED32,30635,041-2,735-8%$3.4M$3.3M-$174.0K2026-10-20
Evanson Financial, LLC
INCREASED31,94531,935+10+0%$3.1M$3.2M+$94.6K2026-10-23
Fifth Third Bancorp
INCREASED31,90128,904+2,997+10%$2.8M$3.2M+$387.8K2026-11-05
Entruity Wealth, LLC
INCREASED31,24825,852+5,396+21%$2.5M$3.2M+$621.4K2026-11-06
AlphaCore Capital LLC
INCREASED31,2096,203+25,006+403%$609.1K$3.2M+$2.5M2026-11-04
Asset One Wealth Management LLC
INCREASED30,71728,494+2,223+8%$2.9M$3.1M+$217.4K2026-11-02
Saxony Capital Management, LLC
INCREASED30,63526,051+4,584+18%$2.6M$3.1M+$539.9K2026-10-15
Cambridge Financial Group, LLC
UNCHANGED29,68829,68800%$2.9M$2.9M$02026-10-06
Meridian Wealth Management, LLC
INCREASED29,48722,453+7,034+31%$2.2M$3.0M+$777.2K2026-11-05
Park Avenue Securities LLC
INCREASED29,45727,849+1,608+6%$2.7M$3.0K-$2.7M2026-10-26
Lido Advisors, LLC
INCREASED29,38626,649+2,737+10%$2.6M$3.0M+$354.9K2026-11-04
AMG Asset Management Group, Inc.
INCREASED29,07627,778+1,298+5%$2.7M$2.9M+$212.7K2026-10-21
Tempus Wealth Planning, LLC
INCREASED29,00119,376+9,625+50%$1.9M$2.9M+$1.0M2026-10-14
TPG Advisors LLC
INCREASED28,99928,577+422+1%$2.8M$2.9M+$126.5K2026-10-16
NWF Advisory Services Inc.
DECREASED28,99029,200-210-1%$2.9M$2.9M+$64.3K2026-10-19
Apella Capital, LLC
INCREASED28,86714,546+14,321+98%$1.5M$2.9M+$1.4M2026-10-08
Milestone Asset Management Group, LLC
INCREASED28,46227,301+1,161+4%$2.7M$2.9M+$197.4K2026-10-20
Interchange Capital Partners, LLC
DECREASED28,43028,653-223-1%$2.8M$2.9M+$61.4K2026-10-28
Vise Technologies, Inc.
INCREASED28,32023,734+4,586+19%$2.3M$2.9M+$533.3K2026-10-29
Sara-Bay Financial
INCREASED28,27526,356+1,919+7%$2.6M$2.9M+$271.3K2026-10-21
Ceera Investments, LLC
INCREASED28,13020,915+7,215+35%$2.1M$2.8M+$790.9K2026-11-02
Absolute Capital Management, LLC
INCREASED27,87827,646+232+1%$2.7M$2.8M+$104.4K2026-10-16
Steel Grove Capital Advisors, LLC
INCREASED27,77725,040+2,737+11%$2.5M$2.8M+$350.2K2026-10-13
Asset Dedication, LLC
INCREASED27,26627,218+48+0%$2.7M$2.8M+$84.6K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED27,20214,941+12,261+82%$1.5M$2.8M+$1.3M2026-10-16
IFP Advisors, Inc
INCREASED27,19426,424+770+3%$2.6M$2.8M+$155.3K2026-10-16
Englebert Financial Advisers, LLC
INCREASED26,91926,448+471+2%$2.6M$2.7M+$125.1K2026-10-20
Davenport & Co LLC
DECREASED26,12826,493-365-1%$2.6M$2.6M+$40.6K2026-10-14
US Bancorp \de\
INCREASED24,72524,380+345+1%$2.4M$2.5M+$106.2K2026-11-05
HBW Advisory Services LLC
INCREASED24,45521,357+3,098+15%$2.1M$2.5M+$375.9K2026-10-15
Childress Capital Advisors, LLC
UNCHANGED24,40024,40000%$2.4M$2.5M+$71.5K2026-10-28
Integrity Alliance, Llc.
INCREASED23,79519,501+4,294+22%$1.9M$2.4M+$491.3K2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED23,12220,865+2,257+11%$2.0M$2.3M+$288.8K2026-11-05
Allworth Financial LP
INCREASED23,05322,744+309+1%$2.2M$2.3M+$30.4K2026-11-06
MBA Advisors LLC
DECREASED23,00223,024-220%$2.3M$2.3M+$65.2K2026-10-29
Maseco LLP
DECREASED22,85124,080-1,229-5%$2.4M$2.3M-$55.1K2026-10-27
Integral Investment Advisors, Inc.
UNCHANGED22,57122,57100%$2.2M$2.3M+$66.1K2026-11-03
BigSur Wealth Management LLC
DECREASED22,27723,630-1,353-6%$2.3M$2.3M-$67.6K2026-10-13
Verity Asset Management, Inc.
INCREASED22,24320,976+1,267+6%$2.1M$2.2M+$189.7K2026-10-30
Silverlake Wealth Management LLC
INCREASED22,20521,885+320+1%$2.1M$2.2M+$96.5K2026-10-21
Tandem Investment Partners LLC
INCREASED21,91020,134+1,776+9%$2.0M$2.2M+$238.6K2026-10-16
Nikulski Financial, Inc.
INCREASED21,84518,105+3,740+21%$1.8M$2.2M+$431.3K2026-11-06
Rosenberg Matthew Hamilton
DECREASED21,65622,216-560-3%$2.2M$2.2M+$8.5K2026-10-05
Monetary Solutions, Ltd
INCREASED21,39720,510+887+4%$2.0M$2.2M+$149.8K2026-10-22
Compound Planning, Inc.
INCREASED21,01620,830+186+1%$2.0M$2.1M+$79.8K2026-11-05
Rockingstone Advisors LLC
UNCHANGED20,82520,82500%$2.0M$2.1M+$61.0K2026-10-16
Kuhn & Co Investment Counsel
DECREASED20,50420,840-336-2%$2.0M$2.1M+$27.1K2026-10-29
Flagship Harbor Advisors, LLC
INCREASED20,43719,781+656+3%$1.9M$2.1M+$124.3K2026-10-26
AdvisorNet Financial, Inc
DECREASED20,27220,850-578-3%$2.0M$2.0M-$1.7K2026-10-15
Lanark Financial, Inc.
INCREASED20,17619,390+786+4%$1.9M$2.0M+$136.3K2026-10-26
Brookstone Capital Management
INCREASED20,05816,354+3,704+23%$1.6M$2.0M+$422.4K2026-10-22
CGN Advisors LLC
INCREASED19,79119,160+631+3%$1.9M$2.0M+$120.0K2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED19,43918,662+777+4%$1.8M$2.0M+$133.3K2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED19,22319,470-247-1%$1.9M$1.9M+$32.1K2026-10-26
Forest Hill Capital, LLC
UNCHANGED19,20019,20000%$1.9M$1.9M+$56.3K2026-11-05
Avantax Planning Partners, Inc.
UNCHANGED19,04219,04200%$1.9M$1.9M+$55.8K2026-11-03
Alps Advisors Inc
UNCHANGED18,86018,86000%$1.9M$1.9M+$55.3K2026-11-03
PKS Advisory Services, LLC
UNCHANGED18,66818,66800%$1.8M$1.8M$02026-10-26
Slocum, Gordon & Co LLP
DECREASED18,36918,415-460%$1.8M$1.9M+$49.3K2026-10-19
Private Trust Co NA
DECREASED18,24718,866-619-3%$1.9M$1.8M-$7.3K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED18,1467,866+10,280+131%$772.5K$1.8M+$1.1M2026-10-23
Garton & Associates Financial Advisors LLC
INCREASED17,93717,630+307+2%$1.7M$1.8M+$82.7K2026-10-30
Root Financial Partners, LLC
INCREASED17,73117,667+64+0%$1.7M$1.8M+$58.2K2026-10-21
Novem Group
INCREASED17,66417,395+269+2%$1.7M$1.8M+$78.2K2026-10-19
Choreo, LLC
DECREASED17,32517,638-313-2%$1.7M$1.8M+$20.0K2026-10-28
Spire Wealth Management
INCREASED17,15517,040+115+1%$1.7M$1.7M+$61.6K2026-10-30
Formidable Asset Management, LLC
INCREASED17,00815,616+1,392+9%$1.5M$1.7M+$198.5K2026-11-03
Ascent Group, LLC
INCREASED16,97416,854+120+1%$1.7M$1.7M+$61.5K2026-10-30
Yousif Capital Management, LLC
UNCHANGED16,49716,49700%$1.6M$1.7M+$48.3K2026-10-22
Advus Financial Partners, LLC
DECREASED16,39018,019-1,629-9%$1.8M$1.7M-$112.0K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED16,33816,33800%$1.6M$1.7M+$47.9K2026-10-27
Stonebridge Financial Planning Group, LLC
INCREASED16,04011,772+4,268+36%$1.2M$1.6M+$466.0K2026-11-06
Brighton Securities Corp.
INCREASED15,93315,829+104+1%$1.6M$1.6M+$56.9K2026-10-08
First Citizens Asset Management, Inc.
INCREASED15,88315,870+13+0%$1.6M$1.6M+$47.8K2026-11-06
Surience Private Wealth LLC
INCREASED15,74315,705+38+0%$1.5M$1.6M+$49.9K2026-10-16
Bath Savings Trust Co
INCREASED15,41213,719+1,693+12%$1.3M$1.6M+$211.4K2026-10-07
Perigon Wealth Management, LLC
INCREASED15,26512,965+2,300+18%$1.3M$1.5M+$270.7K2026-10-22
Prospera Financial Services Inc
DECREASED14,63015,735-1,105-7%$1.5M$1.5M-$62.3K2026-11-04
CoreCap Advisors, LLC
INCREASED14,48213,650+832+6%$1.3M$1.5M+$124.1K2026-10-08
HB Wealth Management, LLC
INCREASED14,2075,224+8,983+172%$513.0K$1.4M+$923.7K2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED14,19714,19700%$1.4M$1.4M+$41.6K2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED14,02811,516+2,512+22%$1.1M$1.4M+$287.8K2026-10-16
Plan Group Financial, LLC
INCREASED13,9925,002+8,990+180%$491.2K$1.4M+$938.3K2026-10-22
Harbor Asset Planning, Inc.
INCREASED13,96613,367+599+4%$1.3M$1.4M+$99.8K2026-10-23
Sowell Financial Services LLC
INCREASED13,74411,477+2,267+20%$1.1M$1.4M+$262.8K2026-10-23
American National Bank of Texas
INCREASED13,46611,975+1,491+12%$1.2M$1.4M+$185.9K2026-10-07
SpringVest Wealth Management LLC
DECREASED13,28013,969-689-5%$1.4M$1.3M-$28.7K2026-10-27
Simon Quick Advisors, LLC
DECREASED13,15814,125-967-7%$1.4M$1.3M-$56.4K2026-10-26
MN Wealth Advisors, LLC
INCREASED13,14913,070+79+1%$1.3M$1.3M+$46.4K2026-10-23
SigFig Wealth Management, LLC
INCREASED13,14112,724+417+3%$1.3M$1.3M+$78.9K2026-10-07
Mesirow Financial Investment Management, Inc.
INCREASED13,0977,516+5,581+74%$738.0K$1.3M+$586.4K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED13,02313,252-229-2%$1.3M$1.3M+$15.6K2026-10-23
Acorn Financial Advisory Services Inc
INCREASED12,95012,524+426+3%$1.2M$1.3M+$79.9K2026-11-02
Apollon Financial, LLC
INCREASED12,88910,288+2,601+25%$1.0M$1.3M+$293.1K2026-10-23
GSG Advisors LLC
INCREASED12,77212,737+35+0%$1.3M$1.3M+$40.9K2026-11-03
Creekside Partners
DECREASED12,66514,283-1,618-11%$1.4M$1.3M-$121.8K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED12,41110,853+1,558+14%$1.1M$1.3M+$189.7K2026-11-03
StrongBox Wealth, LLC
INCREASED12,40511,154+1,251+11%$1.1M$1.3M+$159.3K2026-11-02
Collective Family Office LLC
INCREASED12,38812,238+150+1%$1.2M$1.3M+$51.0K2026-10-05
AMI Investment Management Inc
INCREASED11,9584,695+7,263+155%$461.0K$1.2M+$748.3K2026-10-27
Independence Asset Advisors, LLC
INCREASED11,9484,444+7,504+169%$436.4K$1.2M+$772.0K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED11,66811,669-10%$1.1M$1.2M+$34.0K2026-11-04
Seamount Financial Group Inc
INCREASED11,64811,231+417+4%$1.1M$1.2M+$75.1K2026-10-21
Triad Wealth Partners, LLC
DECREASED11,51112,166-655-5%$1.3M$1.2M-$98.1K2026-10-26
Fagan Associates, Inc.
DECREASED11,47211,671-199-2%$1.1M$1.2M+$14.1K2026-10-13
Moors & Cabot, Inc.
DECREASED11,33012,797-1,467-11%$1.3M$1.1M-$110.9K2026-11-06
Align Financial, LLC
UNCHANGED11,32611,32600%$1.1M$1.1M+$33.2K2026-10-16
Roof Eidam Maycock Peralta, LLC
DECREASED11,20211,392-190-2%$1.1M$1.1M+$14.2K2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED11,20111,500-299-3%$1.1M$1.1M+$3.5K2026-10-08
Harpswell Capital Advisors, LLC
UNCHANGED11,00011,00000%$1.1M$1.1M+$32.2K2026-10-09
Cottage Street Advisors LLC
DECREASED10,98611,052-66-1%$1.1M$1.1M+$25.7K2026-10-19
Monarch Capital Management Inc
INCREASED10,6199,834+785+8%$965.7K$1.1M+$108.2K2026-10-19
Arlington Trust Co LLC
INCREASED10,4615,261+5,200+99%$516.6K$1.1M+$541.3K2026-10-20
Ifrah Financial Services, Inc.
INCREASED10,45010,393+57+1%$1.0M$1.1M+$36.2K2026-10-13
Mascagni Wealth Management, Inc.
INCREASED10,43210,301+131+1%$1.0M$1.1M+$43.4K2026-10-23
Old Mission Investment Co LLC
DECREASED10,36810,445-77-1%$1.0M$1.0M+$22.8K2026-10-22
Capital Advisors, Ltd. LLC
INCREASED10,2807,544+2,736+36%$741$1.0K+$2992026-10-27
Simplicity Wealth,LLC
INCREASED10,2794,201+6,078+145%$412.5K$1.0M+$627.0K2026-10-23
Signal Advisors Wealth, LLC
INCREASED10,2258,816+1,409+16%$865.7K$1.0M+$168.3K2026-10-13
Camden National Bank
DECREASED10,15910,554-395-4%$1.0M$1.0M-$9.0K2026-11-02
Meridian Financial Advisors, LLC
INCREASED10,0879,985+102+1%$980.6K$1.0M+$39.5K2026-10-14
D.A. Davidson & Co.
DECREASED10,07237,830-27,758-73%$3.7M$1.0M-$2.7M2026-10-28
GC Wealth Management RIA, LLC
INCREASED9,9209,397+523+6%$922.8K$1.0M+$80.4K2026-11-02
Sage Capital Advisors,llc
INCREASED9,8999,788+111+1%$961.2K$1.0M+$39.9K2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED9,8669,090+776+9%$892.7K$997.8K+$105.1K2026-10-21
Wespac Advisors, LLC
INCREASED9,7699,351+418+4%$918.3K$987.9K+$69.6K2026-10-26
City State Bank
INCREASED9,3255,500+3,825+70%$540.1K$943.0K+$402.9K2026-10-20
Savant Capital, LLC
INCREASED9,3007,317+1,983+27%$703.2K$940.6K+$237.3K2026-11-06
Fiduciary Financial Group, LLC
INCREASED9,1799,174+5+0%$900.9K$928.3K+$27.4K2026-10-13
Thrive Capital Management, LLC
DECREASED9,1369,190-54-1%$902.5K$923.9K+$21.4K2026-10-28
Winebrenner Capital Management LLC
DECREASED9,1049,616-512-5%$944.3K$920.7K-$23.7K2026-10-07
Nilsine Partners, LLC
NEW9,052—+9,052——$915.4K—2026-11-02
TMB Capital Partners, LLC
INCREASED9,0118,892+119+1%$873.2K$911.3K+$38.1K2026-10-20
Principle Wealth Partners LLC
DECREASED8,95316,145-7,192-45%$1.6M$905.5K-$679.9K2026-11-02
Moneco Advisors, LLC
INCREASED8,9368,795+141+2%$863.7K$903.7K+$40.0K2026-11-05
Infinity Wealth Counsel, LLC
UNCHANGED8,9298,92900%$876.8K$903.0K+$26.2K2026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED8,8448,757+87+1%$860.1K$894.4K+$34.3K2026-10-16
Alchemi Wealth, LLC
INCREASED8,7687,371+1,397+19%$723.8K$886.7K+$162.9K2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED8,7218,72100%$856.4K$882.0K+$25.6K2026-10-28
Haven Private, LLC
INCREASED8,6237,650+973+13%$751.2K$872.0K+$120.8K2026-10-27
Daymark Wealth Partners, LLC
DECREASED8,6108,612-20%$845.7K$870.8K+$25.1K2026-11-04
Indivisible Partners
INCREASED8,5705,405+3,165+59%$530.8K$866.7K+$335.9K2026-10-26
Busey Bank
DECREASED8,4239,334-911-10%$916.6K$851.8K-$64.8K2026-10-26
HF Advisory Group, LLC
DECREASED8,2899,751-1,462-15%$957.5K$838.2K-$119.3K2026-10-09
Keudell ison Wealth Management
INCREASED8,1748,152+22+0%$800.6K$826.7K+$26.1K2026-10-16
North Star Investment Management Corp.
INCREASED8,1127,776+336+4%$763.6K$820.4K+$56.8K2026-10-27
Visionary Wealth Advisors
INCREASED8,0896,138+1,951+32%$602.8K$818.1K+$215.3K2026-11-04
Apollon Wealth Management, LLC
DECREASED7,9058,463-558-7%$831.1K$799.4K-$31.6K2026-10-23
VestGen Advisors, LLC
DECREASED7,8978,998-1,101-12%$883.6K$798.7K-$85.0K2026-10-27
Fonville Wealth Management LLC
INCREASED7,8047,628+176+2%$749.1K$789.2K+$40.1K2026-10-28
XML Financial, LLC
UNCHANGED7,7507,75000%$761.0K$783.7K+$22.7K2026-10-29
BIP Wealth, LLC
INCREASED7,7347,235+499+7%$710.5K$782.2K+$71.7K2026-10-22
Bank of New York Mellon Corp
INCREASED7,6976,042+1,655+27%$593.3K$778.4K+$185.1K2026-11-05
Advisortrust Partners, LLC
NEW7,661—+7,661——$774.8K—2026-11-02
Sageworth Trust Co
UNCHANGED7,6577,65700%$751.9K$774.4K+$22.4K2026-10-30
ARQ Wealth Advisors, LLC
DECREASED7,6568,270-614-7%$843.7K$774.3K-$69.5K2026-10-29
Capital Investment Advisory Services, LLC
DECREASED7,5149,770-2,256-23%$959.4K$767.0K-$192.5K2026-10-30
Partners Wealth Management, LLC
NEW7,440—+7,440——$752.5K—2026-10-28
Clearstead Advisors, LLC
INCREASED7,4367,279+157+2%$714.8K$752.0K+$37.2K2026-11-06
StoneX Group Inc.
INCREASED7,3795,412+1,967+36%$531.4K$756.1K+$224.6K2026-11-03
SAX Wealth Advisors, LLC
DECREASED7,3687,718-350-5%$727.3K$745.1K+$17.8K2026-10-13
Wilkins Miller Wealth Management, LLC
INCREASED7,3467,308+38+1%$717.7K$742.9K+$25.2K2026-10-13
Legacy Private Trust Co.
UNCHANGED7,3307,33000%$719.8K$741.3K+$21.5K2026-10-06
Brighton Jones LLC
INCREASED7,2702,049+5,221+255%$201.2K$735.2K+$534.0K2026-11-03
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED7,1487,14800%$701.9K$722.9K+$20.9K2026-10-21
Proathlete Wealth Management LLC
UNCHANGED7,0487,04800%$692.1K$712.8K+$20.7K2026-10-15
Financial Insights, Inc.
UNCHANGED7,0087,00800%$688.2K$708.7K+$20.5K2026-10-27
Todd Wealth Management, LLC
INCREASED6,8756,675+200+3%$655.5K$695.3K+$39.8K2026-10-19
Tred Avon Family Wealth, LLC
INCREASED6,8616,706+155+2%$658.5K$693.8K+$35.3K2026-10-20
Essex Bank
UNCHANGED6,8546,85400%$673.1K$693.1K+$20.1K2026-10-16
Bell Bank
INCREASED6,7886,376+412+6%$626.1K$686.5K+$60.3K2026-10-21
Factor Wealth Management LTD
INCREASED6,7596,695+64+1%$657.5K$683.5K+$26.1K2026-10-08
Staley Capital Advisers Inc
INCREASED6,7523,200+3,552+111%$314.2K$682.8K+$368.6K2026-11-06
Patriot Investment Management Group, Inc.
INCREASED6,7126,665+47+1%$654.5K$678.8K+$24.3K2026-10-15
Axxcess Wealth Management, LLC
DECREASED6,6518,287-1,636-20%$813.8K$672.6K-$141.2K2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED6,6046,647-43-1%$652.7K$667.9K+$15.2K2026-11-02
Ascentis Independent Advisors
NEW6,417—+6,417——$649.1K—2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED6,3926,873-481-7%$675.0K$646.4K-$28.6K2026-10-19
Farmers & Merchants Trust Co of Long Beach
INCREASED6,3505,700+650+11%$559.7K$642.2K+$82.4K2026-10-22
Parallel Advisors, LLC
INCREASED6,3485,798+550+9%$569.4K$642.0K+$72.6K2026-11-03
Porter White Investment Advisors, Inc.
INCREASED6,3243,138+3,186+102%$308.1K$639.6K+$331.5K2026-10-14
Level Four Advisory Services, LLC
INCREASED6,3055,169+1,136+22%$507.7K$637.6K+$130.0K2026-11-06
Riverbend Wealth Management, LLC
INCREASED6,2722,351+3,921+167%$230.8K$634.3K+$403.5K2026-10-15
TFB Advisors LLC
NEW6,239—+6,239——$631.0K—2026-11-02
Friday Financial
INCREASED6,1926,156+36+1%$615.4K$618.1K+$2.7K2026-10-09
Beacon Financial Advisory LLC
DECREASED6,1596,172-130%$606.1K$622.8K+$16.7K2026-10-16
Revisor Wealth Management LLC
UNCHANGED6,0686,06800%$595.9K$616.4K+$20.5K2026-10-20
Colony Family Offices, LLC
NEW5,850—+5,850——$591.6K—2026-10-22
MCF Advisors LLC
INCREASED5,7635,756+7+0%$565.2K$582.8K+$17.6K2026-10-28
Pegasus Asset Management, Inc.
UNCHANGED5,6125,61200%$551.1K$567.6K+$16.5K2026-11-03
Heritage Wealth Management, Inc.
UNCHANGED5,6005,60000%$549.9K$566.3K+$16.4K2026-10-28
Quadrant Capital Group LLC
UNCHANGED5,4975,49700%$539.8K$558.1K+$18.3K2026-10-20
Burkett Financial Services, LLC
INCREASED5,491153+5,338+3489%$15.0K$555.3K+$540.3K2026-10-01
Bell Investment Advisors, Inc
INCREASED5,4494,262+1,187+28%$418.5K$551.0K+$132.5K2026-10-29
Signaturefd, LLC
INCREASED5,4085,397+11+0%$530.0K$546.9K+$16.9K2026-10-23
True Private Wealth Advisors
DECREASED5,3115,312-10%$521.6K$537.2K+$15.6K2026-10-19
Patten Group, Inc.
DECREASED5,3075,663-356-6%$556.1K$536.7K-$19.4K2026-10-26
Parsons Capital Management Inc
INCREASED5,2985,267+31+1%$517.2K$535.8K+$18.6K2026-10-28
Kohmann Bosshard Financial Services, LLC
UNCHANGED5,2945,29400%$519.9K$535.4K+$15.5K2026-11-04
Lantern Wealth Advisors, LLC
INCREASED5,2685,264+4+0%$516.9K$532.7K+$15.8K2026-10-22
Evergreen Capital Management LLC
INCREASED5,2105,206+4+0%$511.3K$526.9K+$15.6K2026-10-23
Mccarter Private Wealth Services LLC
INCREASED5,1624,464+698+16%$438.4K$522.0K+$83.7K2026-10-22
Integris Wealth Management, LLC
INCREASED5,1505,145+5+0%$505.2K$520.8K+$15.6K2026-10-14
SeaCrest Wealth Management, LLC
INCREASED5,1045,099+5+0%$500.7K$516.1K+$15.4K2026-10-21
Balboa Wealth Partners
INCREASED5,0865,083+3+0%$499.1K$514.3K+$15.2K2026-10-20
Atticus Wealth Management, LLC
INCREASED5,0624,834+228+5%$474.7K$511.9K+$37.1K2026-10-20
Level Wealth Management LLC
INCREASED5,0334,999+34+1%$490.9K$509.0K+$18.1K2026-10-23
Mattern Wealth Management LLC
UNCHANGED5,0005,00000%$491.0K$505.7K+$14.7K2026-11-04
Town Capital LLC
DECREASED4,99412,507-7,513-60%$1.2M$505.0K-$723.1K2026-11-03
Collaborative Wealth Managment Inc.
INCREASED4,9564,812+144+3%$472.6K$501.2K+$28.7K2026-11-06
First Horizon Corp
DECREASED4,9065,419-513-9%$532.1K$496.1K-$36.0K2026-10-26
Arwa LLC
DECREASED4,9016,708-1,807-27%$678.0K$497.5K-$180.5K2026-10-21
Ipsen Advisor Group LLC
INCREASED4,9004,890+10+0%$480.2K$495.5K+$15.4K2026-10-29
Avior Wealth Management, LLC
INCREASED4,8993,603+1,296+36%$353.8K$495.4K+$141.6K2026-10-13
Luminvest Wealth Management LLC
DECREASED4,7095,832-1,123-19%$572.7K$476.2K-$96.5K2026-10-14
Opal Wealth Advisors, LLC
DECREASED4,6794,841-162-3%$475.4K$473.2K-$2.2K2026-10-16
Allegheny Financial Group
INCREASED4,6653,636+1,029+28%$357.2K$471.8K+$114.7K2026-11-05
Aldebaran Financial Inc.
UNCHANGED4,6004,60000%$451.7K$465.2K+$13.5K2026-11-06
Prosperitas Financial LLC
INCREASED4,4924,471+21+0%$439.1K$454.3K+$15.2K2026-10-28
Ethic Inc.
NEW4,473—+4,473——$452.4K—2026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED4,4004,40000%$432.1K$445.0K+$12.9K2026-10-20
Larson Financial Group LLC
INCREASED4,3671,183+3,184+269%$116.2K$441.7K+$325.5K2026-11-05
Nautilus Advisors LLC
INCREASED4,3173,179+1,138+36%$319.7K$436.6K+$116.9K2026-10-07
International Assets Investment Management, LLC
DECREASED4,2865,120-834-16%$500.9K$427.8K-$73.1K2026-11-02
Quartz Partners, LLC
INCREASED4,2554,055+200+5%$398.2K$430.4K+$32.2K2026-11-03
PDS Planning, Inc
NEW4,220—+4,220——$426.8K—2026-11-03
3Chopt Investment Partners, LLC
INCREASED4,1614,155+6+0%$408.0K$420.8K+$12.8K2026-10-30
Silver Grove Financial Group, Inc.
INCREASED4,1202,330+1,790+77%$228.8K$416.6K+$187.8K2026-11-05
Synergy Asset Management, LLC
NEW4,114—+4,114——$416.0K—2026-11-05
Fifth Third Securities, Inc.
INCREASED4,1133,925+188+5%$385.4K$415.9K+$30.5K2026-10-21
Accurate Wealth Management, LLC
DECREASED4,0985,137-1,039-20%$516.6K$416.0K-$100.6K2026-10-20
Gryphon Financial Partners LLC
UNCHANGED4,0804,08000%$400.7K$412.6K+$12.0K2026-11-04
Focus Wealth Advisors, LLC
UNCHANGED4,0094,00900%$393.7K$405.4K+$11.7K2026-10-14
Vontobel Holding Ltd.
UNCHANGED4,0004,00000%$392.8K$404.5K+$11.7K2026-10-16
Endeavor Private Wealth, Inc.
DECREASED3,9905,690-1,700-30%$558.8K$403.5K-$155.2K2026-11-05
Catalyst Financial Partners LLC
UNCHANGED3,9653,96500%$389.4K$401.0K+$11.6K2026-11-06
RDA Financial Network
DECREASED3,9555,151-1,196-23%$505.8K$400.0K-$105.8K2026-10-15
XY Planning Network, Inc.
NEW3,922—+3,922——$396.6K—2026-10-14
Waterway Wealth Management, LLC
UNCHANGED3,8503,85000%$378.1K$389.4K+$11.3K2026-10-28
Hardin Capital Partners, LLC
INCREASED3,8432,262+1,581+70%$222.2K$388.7K+$166.5K2026-10-09
Facet Wealth, Inc.
INCREASED3,8383,129+709+23%$307.3K$388.1K+$80.9K2026-11-04
Cornerstone Wealth Group, LLC
INCREASED3,8182,750+1,068+39%$270.1K$386.1K+$116.1K2026-11-02
Platform Technology Partners
INCREASED3,8163,467+349+10%$340.5K$385.9K+$45.5K2026-11-02
Baron Wealth Management LLC
INCREASED3,7633,734+29+1%$366.7K$380.6K+$13.9K2026-10-27
Macco Financial Group, Inc.
INCREASED3,7232,785+938+34%$273.5K$376.5K+$103.0K2026-11-05
Koshinski Asset Management, Inc.
INCREASED3,7123,363+349+10%$330.3K$375.4K+$45.1K2026-10-29
Thompson Davis & Co., Inc.
DECREASED3,5753,750-175-5%$368.3K$361.5K-$6.7K2026-11-05
Sigma Planning Corp
INCREASED3,5642,710+854+32%$266.1K$360.4K+$94.3K2026-10-23
Mainsail Asset Management, LLC
INCREASED3,5183,494+24+1%$352.5K$356.5K+$4.0K2026-10-14
FAI Advisors, Inc.
DECREASED3,5173,614-97-3%$354.9K$355.7K+$7792026-10-27
Globalt Investments LLC / GA
DECREASED3,5053,605-100-3%$354.0K$354.5K+$4502026-10-27
Outbound Financial Inc
UNCHANGED3,4803,48000%$341.7K$351.9K+$10.2K2026-10-13
Iron Financial LLC
INCREASED3,4723,455+17+0%$339.3K$351.2K+$11.8K2026-10-23
Steinberganna Wealth Management
DECREASED3,4496,859-3,410-50%$673.6K$348.8K-$324.8K2026-10-23
Rainier Family Wealth Inc
UNCHANGED3,4003,40000%$333.9K$343.8K+$10.0K2026-11-02
Avestar Capital, LLC
INCREASED3,3933,349+44+1%$328.9K$343.1K+$14.3K2026-10-28
Wise Wealth Partners
INCREASED3,3873,050+337+11%$299.5K$342.5K+$43.0K2026-10-14
SWS Partners
DECREASED3,3363,435-99-3%$337.4K$337.4K+$542026-10-26
Lewis Asset Management, LLC
UNCHANGED3,3253,32500%$326.5K$336.3K+$9.7K2026-10-14
Accredited Investors Inc.
UNCHANGED3,3243,32400%$326.4K$336.2K+$9.7K2026-11-03
M Wealth Management, LLC
UNCHANGED3,2903,29000%$323.1K$332.7K+$9.6K2026-10-14
Mraz, Amerine & Associates, Inc.
UNCHANGED3,2903,29000%$323.1K$332.7K+$9.6K2026-10-30
Cape Investment Advisory, Inc.
DECREASED3,2733,276-30%$321.7K$331.0K+$9.3K2026-10-13
Central Trust Co
INCREASED3,261561+2,700+481%$55.1K$329.8K+$274.7K2026-11-05
apricus wealth, LLC
INCREASED3,2052,905+300+10%$285.3K$324.1K+$38.9K2026-10-26
Lodestar Private Asset Management LLC
INCREASED3,1752,675+500+19%$262.7K$321.1K+$58.4K2026-10-26
Discipline Wealth Solutions, LLC
INCREASED3,1032,887+216+7%$283.5K$313.8K+$30.3K2026-10-14
Parcion Private Wealth LLC
NEW3,100—+3,100——$313.5K—2026-10-28
Winthrop Advisory Group LLC
UNCHANGED3,0793,07900%$302.4K$311.4K+$9.0K2026-10-22
Abacus Planning Group, Inc.
INCREASED3,0742,882+192+7%$283.0K$310.9K+$27.9K2026-11-02
Onyx Bridge Wealth Group LLC
NEW3,043—+3,043——$307.7K—2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,0433,121-78-2%$306.5K$307.7K+$1.3K2026-10-14
Charles Schwab Trust Co
NEW3,011—+3,011——$304.5K—2026-10-15
Titleist Asset Management, LLC
INCREASED3,0112,513+498+20%$246.7K$304.5K+$57.8K2026-10-08
Gutierrez Wealth Advisory, LLC
INCREASED3,0082,984+24+1%$293.1K$304.2K+$11.1K2026-11-02
Florida Trust Wealth Management Co
UNCHANGED3,0003,00000%$294.6K$303.4K+$8.8K2026-11-05
GK Wealth Management LLC
UNCHANGED2,9582,95800%$290.5K$299.1K+$8.7K2026-10-09
Tompkins Financial Corp
UNCHANGED2,9532,95300%$290.0K$298.6K+$8.7K2026-10-05
Brady Martz Wealth Solutions, LLC
UNCHANGED2,9142,91400%$286.2K$294.7K+$8.5K2026-11-05
Nestegg Advisors, Inc.
DECREASED2,9032,904-10%$285.2K$293.6K+$8.4K2026-10-21
Integrity Advisory Solutions, LLC
UNCHANGED2,8562,85600%$280.5K$288.8K+$8.4K2026-10-29
Gamma Investing LLC
UNCHANGED2,8452,84500%$279.4K$287.7K+$8.3K2026-10-08
Wedbush Securities Inc
INCREASED2,8152,370+445+19%$233.0K$285-$232.7K2026-10-22
Legacy Trust
DECREASED2,8113,500-689-20%$343.7K$285.0K-$58.7K2026-11-06
Y-Intercept (Hong Kong) Ltd
NEW2,804—+2,804——$283.6K—2026-10-16
Advisory Solutions Group, LLC
NEW2,799—+2,799——$283.0K—2026-10-14
Trek Financial, LLC
INCREASED2,7682,172+596+27%$213.3K$279.9K+$66.6K2026-10-29
Tilia Fiduciary Partners, Inc.
NEW2,744—+2,744——$277.5K—2026-10-09
Breakwater Capital Group
UNCHANGED2,7442,74400%$269.5K$277.5K+$8.0K2026-10-09
LiftPoint Family Wealth Advisors LLC
UNCHANGED2,7292,72900%$268.0K$276.0K+$8.0K2026-11-03
Investment Management Trust, LLC
INCREASED2,6652,644+21+1%$259.6K$269.5K+$9.8K2026-11-05
Bestgate Wealth Advisors, LLC
NEW2,662—+2,662——$269.2K—2026-10-13
Invested Advisors
INCREASED2,5982,583+15+1%$253.6K$262.7K+$9.1K2026-10-23
Brown Miller Wealth Management, LLC
UNCHANGED2,5742,57400%$252.8K$260.3K+$7.5K2026-11-02
Uptick Partners, LLC
INCREASED2,5602,554+6+0%$250.8K$258.9K+$8.1K2026-11-04
Shepherd Street Advisors LLC
DECREASED2,5562,574-18-1%$261.0K$257.3K-$3.7K2026-10-21
Forvis Mazars Wealth Advisors, LLC
INCREASED2,5492,543+6+0%$249.7K$257.8K+$8.1K2026-10-13
Gradient Capital Advisors, LLC
DECREASED2,5432,558-15-1%$251.2K$257.2K+$6.0K2026-10-21
White Lighthouse Investment Management Inc.
INCREASED2,5412,505+36+1%$246.0K$257.0K+$11.0K2026-10-21
Smart Wealth LLC
DECREASED2,5332,963-430-15%$291.0K$256.1K-$34.9K2026-11-04
Verdence Capital Advisors LLC
INCREASED2,5052,480+25+1%$243.5K$253.3K+$9.8K2026-10-26
Capital Asset Advisory Services LLC
DECREASED2,5022,647-145-5%$259.9K$254.6K-$5.4K2026-10-30
First National Bank Sioux Falls
UNCHANGED2,5002,50000%$247.8K$252.8K+$5.1K2026-10-13
Concord Wealth Partners
UNCHANGED2,5002,50000%$245.5K$252.8K+$7.3K2026-11-02
Westside Investment Management, Inc.
INCREASED2,453456+1,997+438%$44.8K$248.1K+$203.3K2026-11-02
HBK Sorce Advisory LLC
NEW2,444—+2,444——$247.6K—2026-11-06
Institute for Wealth Management, Llc.
INCREASED2,4181,773+645+36%$174.1K$244.5K+$70.4K2026-11-06
World Equity Group, Inc.
NEW2,401—+2,401——$242.8K—2026-10-14
Fulton Bank, N.A.
UNCHANGED2,4002,40000%$235.7K$242.7K+$7.0K2026-10-14
J. Safra Sarasin Holding AG
UNCHANGED2,3962,39600%$235.4K$243.6K+$8.2K2026-10-26
Altfest L J & Co Inc
NEW2,359—+2,359——$238.6K—2026-10-27
Hutchens & Kramer Investment Management Group, LLC
INCREASED2,3392,325+14+1%$228.4K$236.6K+$8.2K2026-10-16
Eastover Investment Advisors LLC
INCREASED2,2972,144+153+7%$210.5K$232.3K+$21.8K2026-10-05
Creative Financial Designs Inc
INCREASED2,2962,280+16+1%$223.9K$232.2K+$8.3K2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED2,283533+1,750+328%$52.3K$230.9K+$178.5K2026-10-27
Bill Few Associates, Inc.
UNCHANGED2,2822,28200%$224.1K$230.8K+$6.7K2026-10-09
Clark Asset Management, LLC
INCREASED2,2812,266+15+1%$222.5K$230.7K+$8.2K2026-10-19
Summit Asset Management, LLC
INCREASED2,2812,268+13+1%$222.7K$230.6K+$7.9K2026-11-05
Citizens Financial Group Inc
NEW2,276—+2,276——$230.2K—2026-10-23
Wesbanco Bank Inc
UNCHANGED2,2742,27400%$223.3K$230.0K+$6.7K2026-11-04
Creative Capital Management Investments LLC
INCREASED2,2662,252+14+1%$221.1K$229.2K+$8.0K2026-10-28
Commonwealth Retirement Investments LLC
INCREASED2,2272,205+22+1%$216.5K$225.2K+$8.7K2026-10-26
Signature Equity Partners, LLC
DECREASED2,1972,273-76-3%$223.3K$222.2K-$1.0K2026-10-29
Fiduciary Alliance LLC
DECREASED2,1928,144-5,952-73%$799.8K$221.7K-$578.1K2026-10-13
United Advisor Group, LLC
DECREASED2,1542,188-34-2%$214.9K$217.8K+$3.0K2026-11-03
Bauman Advisory Group, LLC
NEW2,142—+2,142——$216.6K—2026-10-29
Five Pine Wealth Management
INCREASED2,1272,111+16+1%$207.3K$215.2K+$7.9K2026-10-20
Advisor OS, LLC
INCREASED2,1272,126+1+0%$208.7K$215.1K+$6.4K2026-11-03
Acorn Wealth Advisors, LLC
NEW2,118—+2,118——$214.2K—2026-10-19
Greatmark Investment Partners, Inc.
UNCHANGED2,1102,11000%$207.2K$213.4K+$6.2K2026-10-28
Galvin, Gaustad & Stein, LLC
NEW2,100—+2,100——$212.4K—2026-10-08
Maia Wealth LLC
NEW2,095—+2,095——$211.8K—2026-10-19
Elser Financial Planning, Inc
DECREASED2,0862,176-90-4%$213.7K$210.9K-$2.7K2026-10-16
Southland Equity Partners LLC
DECREASED2,0862,096-100%$205.8K$211.0K+$5.1K2026-10-14
Opus Financial Solutions LLC
UNCHANGED2,0782,07800%$204.1K$210.1K+$6.1K2026-11-06
Bouvel Investment Partners, LLC
UNCHANGED2,0762,07600%$203.9K$209.9K+$6.1K2026-10-13
Blvd Private Wealth, LLC
DECREASED2,0742,125-51-2%$208.7K$209.8K+$1.1K2026-10-14
Northcape Wealth Management, LLC
DECREASED2,0704,070-2,000-49%$399.7K$209.3K-$190.3K2026-11-04
ProVise Management Group, LLC
INCREASED2,0692,056+13+1%$201.9K$209.3K+$7.3K2026-11-06
Martel Wealth Advisors LLC
UNCHANGED2,0482,04800%$201.1K$207.1K+$6.0K2026-10-14
Syntax Research, Inc.
NEW2,043—+2,043——$206.6K—2026-11-04
Garde Capital, Inc.
NEW2,031—+2,031——$205.4K—2026-10-29
Griffin Asset Management, Inc.
NEW2,000—+2,000——$202.3K—2026-10-22
Davidson Kahn Capital Management, LLC
NEW2,000—+2,000——$202.3K—2026-10-26
Elevation Wealth Management LLC
NEW1,992—+1,992——$201.4K—2026-11-02
FF Advisors,LLC
NEW1,990—+1,990——$201.2K—2026-10-21
Rossby Financial, LCC
INCREASED1,972646+1,326+205%$63.4K$199.4K+$136.0K2026-11-05
Richardson Financial Services Inc.
UNCHANGED1,9321,93200%$189.7K$195.4K+$5.7K2026-10-30
Bfsg, LLC
INCREASED1,8501,768+82+5%$173.6K$187.1K+$13.5K2026-10-30
Trust Co of Vermont
INCREASED1,69297+1,595+1644%$9.5K$171.1K+$161.6K2026-10-21
Team Financial Group, LLC
NEW1,670—+1,670——$168.9K—2026-10-30
Eastern Bank
INCREASED1,665395+1,270+322%$38.8K$168.4K+$129.6K2026-10-05
Downshift Financial, LLC
UNCHANGED1,6411,64100%$161.1K$166.0K+$4.8K2026-10-13
Transce3nd, LLC
INCREASED1,542306+1,236+404%$30.8K$158.0K+$127.2K2026-10-26
Carolina Wealth Advisors, LLC
NEW1,435—+1,435——$145.1K—2026-10-23
Adirondack Trust Co
DECREASED1,4251,427-20%$140.1K$144.1K+$4.0K2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED1,3291,562-233-15%$153.4K$134.4K-$19.0K2026-11-04
TFC Financial Management, Inc.
DECREASED1,2781,351-73-5%$132.6K$129.3K-$3.4K2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED1,2311,23100%$120.9K$124.5K+$3.6K2026-10-27
Global Trust Asset Management, LLC
DECREASED1,1851,290-105-8%$126.7K$119.8K-$6.8K2026-10-19
Acropolis Investment Management, LLC
UNCHANGED1,1431,14300%$112.2K$115.6K+$3.3K2026-10-08
Stone House Investment Management, LLC
DECREASED1,1161,655-539-33%$162.5K$112.9K-$49.7K2026-10-23
Morton Brown Family Wealth, LLC
INCREASED1,075268+807+301%$26.3K$108.7K+$82.4K2026-10-23
MV Capital Management, Inc.
NEW938—+938——$94.9K—2026-10-29
Kentucky Trust Co
UNCHANGED90090000%$88.4K$91.0K+$2.6K2026-10-15
Wells Financial Advisors Inc
INCREASED884124+760+613%$12.2K$89.4K+$77.2K2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED871854+17+2%$83.9K$88.1K+$4.2K2026-10-19
Hurley Capital, LLC
INCREASED853772+81+10%$75.8K$86.3K+$10.5K2026-11-05
Latitude Advisors, LLC
NEW838—+838——$84.8K—2026-10-27
UMB Bank, n.a.
UNCHANGED80680600%$79.1K$81.5K+$2.4K2026-11-06
Wealth Enhancement Trust Services, Inc.
UNCHANGED77177100%$75.7K$78.0K+$2.3K2026-10-07
WPG Advisers, LLC
DECREASED735754-19-3%$74.0K$74.3K+$2882026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED70870800%$69.5K$71.6K+$2.1K2026-10-23
Northstar Asset Management Co
UNCHANGED65065000%$66.1K$66.6K+$5272026-10-22
Elevation Wealth Partners, LLC
INCREASED645642+3+0%$63.1K$65.2K+$2.1K2026-10-07
Bayban
UNCHANGED60860800%$59.7K$59.7K$02026-11-05
Blume Capital Management, Inc.
UNCHANGED60660600%$59.5K$61.3K+$1.8K2026-10-26
Y.D. More Investments Ltd
NEW595—+595——$60.2K—2026-11-02
Mather Group, Llc.
INCREASED575219+356+163%$21.5K$58.2K+$36.6K2026-10-14
Bay Harbor Wealth Management, LLC
DECREASED567623-56-9%$61.2K$57.3K-$3.8K2026-11-03
Winthrop Capital Management, LLC
INCREASED520517+3+1%$51.0K$52.6K+$1.6K2026-11-05
CX Institutional
DECREASED506524-18-3%$51$51$02026-10-02
Kimelman & Baird, LLC
UNCHANGED48848800%$47.9K$49.4K+$1.4K2026-11-03
Triumph Capital Management
INCREASED432382+50+13%$37.5K$43.7K+$6.2K2026-10-14
Independence Bank of Kentucky
NEW423—+423——$42.8K—2026-10-26
Buck Wealth Strategies, LLC
UNCHANGED41741700%$40.9K$42.2K+$1.2K2026-10-28
Hara Capital LLC
UNCHANGED40040000%$39.3K$40.5K+$1.2K2026-10-30
Kingdom Financial Group Llc.
INCREASED377374+3+1%$36.7K$38.1K+$1.4K2026-11-04
Versant Capital Management, Inc
UNCHANGED36536500%$35.8K$36.9K+$1.1K2026-10-02
Archer Investment Corp
INCREASED352351+1+0%$34.5K$35.6K+$1.1K2026-11-05
American Capital Advisory, LLC
UNCHANGED35035000%$34.4K$35.4K+$1.0K2026-10-28
EPG Wealth Management LLC
INCREASED325322+3+1%$31.6K$32.8K+$1.2K2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED31731700%$31.1K$32.1K+$9292026-10-22
Nfsg Corp
INCREASED315312+3+1%$30.7K$31.8K+$1.2K2026-10-15
Financial Consulate, Inc
INCREASED308305+3+1%$30.0K$31.1K+$1.1K2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED28528500%$28.0K$28.8K+$8362026-10-13
Elevate Wealth Advisory, Inc
UNCHANGED25325300%$24.8K$25.6K+$7412026-10-29
Harbor Investment Advisory, LLC
INCREASED22469+155+225%$6.8K$22.7K+$15.9K2026-10-13
Ulland Investment Advisors, LLC
UNCHANGED22022000%$22$22$02026-10-13
IAG Wealth Partners, LLC
NEW202—+202——$20.4K—2026-11-06
Miller Global Investments, LLC
NEW200—+200——$20.2K—2026-10-02
Hilton Head Capital Partners, LLC
INCREASED179178+1+1%$17.4K$18.1K+$6622026-10-23
Arcadia Investment Advisors LLC
NEW167—+167——$16.9K—2026-10-13
CKW Financial Group
UNCHANGED15615600%$15$16+$12026-10-29
Comprehensive Financial Planning, Inc.
UNCHANGED15115100%$14.8K$15.3K+$4422026-10-27
Blue Trust, Inc.
DECREASED148529-381-72%$51.9K$15.0K-$36.9K2026-10-15
Acumen Wealth Advisors, LLC
UNCHANGED13513500%$13.3K$13.7K+$3962026-11-05
Lodestone Wealth Management LLC
NEW130—+130——$13.1K—2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED125103+22+21%$10$13+$32026-10-14
Caldwell Trust Co
UNCHANGED10910900%$10.7K$11.0K+$3192026-10-30
WestEnd Advisors, LLC
UNCHANGED10410400%$10.2K$10.5K+$3052026-10-27
New England Capital Financial Advisors LLC
NEW100—+100——$10.1K—2026-11-03
Union Savings Bank
UNCHANGED10010000%$9.8K$10.1K+$2932026-10-14
Armor Investment Advisors, LLC
UNCHANGED959500%$9.3K$9.6K+$2782026-10-27
Key FInancial Inc
UNCHANGED838300%$8.2K$8.4K+$2432026-11-02
Golden State Wealth Management, LLC
UNCHANGED828200%$8.1K$8.4K+$3072026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED808000%$7.9K$8.1K+$2342026-10-21
Russell Investments Group, Ltd.
DECREASED74491-417-85%$48.2K$7.5K-$40.7K2026-11-06
Financial Freedom, LLC
NEW69—+69——$7.0K—2026-11-06
Cullen T Bankers, Inc.
NEW62—+62——$6.3K—2026-10-28
Princeton Global Asset Management LLC
UNCHANGED606000%$5.9K$6.1K+$1762026-10-21
Washington Trust Advisors, Inc.
NEW53—+53——$5.4K—2026-10-22
POM Investment Strategies, LLC
INCREASED4443+1+2%$4.3K$4.4K+$1612026-10-20
McCarley & Cook Financial Planners
UNCHANGED414100%$4.0K$4.1K+$1202026-10-21
Reap Financial Group, LLC
INCREASED2827+1+4%$2.7K$2.8K+$1022026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED272700%$2.6K$2.7K+$992026-10-23
Gables Capital Management Inc.
UNCHANGED202000%$2.0K$2.0K+$592026-11-04
Essential Investment Partners LLC
UNCHANGED141400%$1.4K$1.4K+$412026-10-27
Vima LLC
DECREASED12207-195-94%$20.3K$1.2K-$19.1K2026-10-23
Wolff Wiese Magana LLC
UNCHANGED5500%$491$506+$152026-10-15
Retirement Wealth Solutions LLC
UNCHANGED1100%$85$88+$32026-10-07
OMC Financial Services LTD
CLOSED037,957-37,957-100%$3.7M$0-$3.7M2026-10-19
TBH Global Asset Management, LLC
CLOSED018,736-18,736-100%$1.8M$0-$1.8M2026-11-03
Dmkc Advisory Services, LLC
CLOSED06,397-6,397-100%$628.2K$0-$628.2K2026-11-04
Diversify Wealth Management, LLC
CLOSED05,349-5,349-100%$546.8K$0-$546.8K2026-10-20
Diversify Advisory Services, LLC
CLOSED05,349-5,349-100%$546.8K$0-$546.8K2026-10-20
Newport Capital Group, LLC
CLOSED04,807-4,807-100%$472.0K$0-$472.0K2026-10-16
Perennial Advisors, LLC
CLOSED03,879-3,879-100%$380.9K$0-$380.9K2026-10-13
Milestone Asset Management, LLC
CLOSED02,691-2,691-100%$264.3K$0-$264.3K2026-10-15
Syverson Strege & Co
CLOSED02,451-2,451-100%$240.7K$0-$240.7K2026-11-02
Trilogy Capital Inc.
CLOSED02,312-2,312-100%$227.0K$0-$227.0K2026-10-20
Money Concepts Capital Corp
CLOSED02,187-2,187-100%$214.8K$0-$214.8K2026-11-06
Keybank National Association
CLOSED02,165-2,165-100%$212.6K$0-$212.6K2026-11-04
Stegent Equity Advisors, Inc.
CLOSED02,040-2,040-100%$200.3K$0-$200.3K2026-10-13
BankPlus Trust Department
CLOSED01,340-1,340-100%$131.6K$0-$131.6K2026-11-06
Atlatl Advisers LLC
CLOSED01,276-1,276-100%$125.3K$0-$125.3K2026-10-22
Halbert Hargrove Global Advisors, LLC
CLOSED0894-894-100%$87.8K$0-$87.8K2026-10-16
Tsfg, LLC
CLOSED0599-599-100%$59.0K$0-$59.0K2026-10-23
Vermillion Wealth Management, Inc.
CLOSED0578-578-100%$56.8K$0-$56.8K2026-10-26
Robinswood Financial LLC
CLOSED0332-332-100%$32.7K$0-$32.7K2026-10-20
Cornerstone Planning Group LLC
CLOSED078-78-100%$8.0K$0-$8.0K2026-10-16
LifeSteps Financial, Inc.
CLOSED065-65-100%$6.4K$0-$6.4K2026-10-15
Salem Investment Counselors Inc
CLOSED050-50-100%$4.9K$0-$4.9K2026-10-13
Physician Wealth Advisors, Inc.
CLOSED028-28-100%$2.8K$0-$2.8K2026-10-20
Brooklyn FI, LLC
CLOSED014-14-100%$1.4K$0-$1.4K2026-11-05
Coston, McIsaac & Partners
CLOSED06-6-100%$0$0$02026-11-06
Key Capital Management, Inc
CLOSED02-2-100%$202$0-$2022026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$220.5K$300.4K+$79.9K2026-10-29
Morgan Stanley
N/A—6,660,700-6,660,700-100%$654.1M———
Bank of America Corp
N/A—6,351,629-6,351,629-100%$623.7M———
UBS Group AG
N/A—4,269,527-4,269,527-100%$419.3M———
Envestnet Asset Management Inc
N/A—2,800,924-2,800,924-100%$275.1M———
Jones Financial Companies Lllp
N/A—2,797,471-2,797,471-100%$273.6M———
Wells Fargo & Company
N/A—2,491,771-2,491,771-100%$244.7M———
Ameriprise Financial Inc
N/A—2,335,889-2,335,889-100%$229.3M———
Royal Bank of Canada
N/A—1,983,451-1,983,451-100%$194.8M———
Captrust Financial Advisors
N/A—1,813,467-1,813,467-100%$178.1M———
Raymond James Financial Inc
N/A—1,709,221-1,709,221-100%$167.8M———
Mariner, LLC
N/A—962,375-962,375-100%$94.5M———
HighTower Advisors, LLC
N/A—854,674-854,674-100%$83.9M———
Cetera Investment Advisers
N/A—675,900-675,900-100%$66.4M———
Equitable Holdings, Inc.
N/A—622,475-622,475-100%$61.1M———
Foster & Motley Inc
N/A—613,923-613,923-100%$60.3M———
Osaic Holdings, Inc.
N/A—568,850-568,850-100%$55.9M———
JPMorgan Chase & Co
N/A—477,136-477,136-100%$46.9M———
Hilton Capital Management, LLC
N/A—467,617-467,617-100%$45.9M———
Mercer Global Advisors Inc
N/A—458,817-458,817-100%$45.1M———
Focus Partners Wealth
N/A—377,479-377,479-100%$37.1M———
Janney Montgomery Scott LLC
N/A—368,566-368,566-100%$36.2M———
SEI Investments Co
N/A—352,577-352,577-100%$34.6M———
MML Investors Services, LLC
N/A—345,385-345,385-100%$33.9M———
State Farm Mutual Automobile Insurance Co
N/A—328,775-328,775-100%$32.3M———
Hamilton Wealth, LLC
N/A—315,871-315,871-100%$31.0M———
NorthRock Partners, LLC
N/A—299,797-299,797-100%$29.4M———
Stifel Financial Corp
N/A—290,148-290,148-100%$28.5M———
Baird Financial Group, Inc.
N/A—288,795-288,795-100%$28.4M———
Beacon Pointe Advisors, LLC
N/A—286,697-286,697-100%$28.2M———
Bank of Hawaii
N/A—284,828-284,828-100%$28.0M———
Swan Capital LLC
N/A—283,514-283,514-100%$27.8M———
Pathstone Holdings, LLC
N/A—214,812-214,812-100%$21.1M———
Rockefeller Capital Management L.P.
N/A—213,770-213,770-100%$21.0M———
American Investment Services, Inc.
N/A—206,897-206,897-100%$20.3M———
Waverly Advisors, LLC
N/A—200,019-200,019-100%$19.6M———
Vanguard National Trust Co
N/A—188,025-188,025-100%$18.5M———
Natixis Advisors, LLC
N/A—180,311-180,311-100%$17.7M———
Northwestern Mutual Wealth Management Co
N/A—177,024-177,024-100%$17.4M———
Arkos Global Advisors
N/A—175,499-175,499-100%$17.2M———
Kingsview Wealth Management, LLC
N/A—172,421-172,421-100%$16.9M———
Meeder Advisory Services, Inc.
N/A—167,842-167,842-100%$16.5M———
Gotham Asset Management, LLC
N/A—163,055-163,055-100%$16.0M———
Cerity Partners LLC
N/A—161,663-161,663-100%$15.9M———
Segall Bryant & Hamill, LLC
N/A—160,656-160,656-100%$15.8M———
Envestnet Portfolio Solutions, Inc.
N/A—160,564-160,564-100%$15.8M———
Tocqueville Asset Management L.P.
N/A—153,037-153,037-100%$15.0M———
Regal Investment Advisors LLC
N/A—146,556-146,556-100%$14.4M———
UBS Asset Management Americas LLC
N/A—145,328-145,328-100%$14.3M———
Regimen Wealth, LLC
N/A—143,731-143,731-100%$14.1M———
Sanctuary Advisors, LLC
N/A—141,191-141,191-100%$13.9M———
Orion Porfolio Solutions, LLC
N/A—138,316-138,316-100%$13.6M———
NewEdge Advisors, LLC
N/A—137,666-137,666-100%$13.5M———
Stephens Inc
N/A—131,662-131,662-100%$12.9M———
Principal Securities, Inc.
N/A—125,110-125,110-100%$12.3M———
Wealthfront Advisers LLC
N/A—123,211-123,211-100%$12.1M———
Croban
N/A—120,219-120,219-100%$11.8M———
Drucker Wealth 3.0, LLC
N/A—119,199-119,199-100%$11.7M———
Fiduciary Financial Advisors
N/A—117,219-117,219-100%$11.5M———
Troutman Wealth Management, LLC
N/A—112,800-112,800-100%$11.1M———
Fiduciary Trust Co
N/A—111,094-111,094-100%$10.9M———
Private Advisor Group, LLC
N/A—110,079-110,079-100%$10.8M———
MAI Capital Management
N/A—100,298-100,298-100%$9.8M———
Stratos Wealth Partners, Ltd.
N/A—95,139-95,139-100%$9.3M———
&partners
N/A—87,986-87,986-100%$8.6M———
Bank of Montreal
N/A—85,843-85,843-100%$8.4M———
Manufacturers Life Insurance Company, the
N/A—81,797-81,797-100%$8.0M———
Lumbard & Kellner, LLC
N/A—81,096-81,096-100%$8.0M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—78,095-78,095-100%$7.7M———
Beta Wealth Group, Inc.
N/A—78,018-78,018-100%$7.7M———
Essex Financial Services, Inc.
N/A—76,915-76,915-100%$7.6M———
AssuredPartners Investment Advisors, LLC
N/A—74,271-74,271-100%$7.3M———
Axis Wealth Partners, LLC
N/A—68,886-68,886-100%$6.8M———
Vestmark Advisory Solutions, Inc.
N/A—68,231-68,231-100%$6.7M———
Blair William & Co
N/A—65,133-65,133-100%$6.4M———
Quantum Capital Management, LLC / NJ
N/A—62,638-62,638-100%$6.2M———
WNY Asset Management, LLC
N/A—62,540-62,540-100%$6.1M———
Fiduciary Group, LLC
N/A—61,475-61,475-100%$6.0M———
IEQ Capital, LLC
N/A—60,585-60,585-100%$5.9M———
Investment Advisory Group, LLC
N/A—60,410-60,410-100%$5.9M———
Smartleaf Asset Management LLC
N/A—57,898-57,898-100%$5.7M———
CSM Advisors, LLC
N/A—56,736-56,736-100%$5.6M———
Manning & Napier Advisors LLC
N/A—54,270-54,270-100%$5.3M———
Note Advisors, LLC
N/A—54,128-54,128-100%$5.3M———
Gross & Hartman Investments LLC
N/A—53,822-53,822-100%$5.3M———
Cary Street Partners Financial LLC
N/A—53,571-53,571-100%$5.3M———
Mission Hills Financial Advisory, LLC
N/A—52,630-52,630-100%$5.2M———
Toronto Dominion Bank
N/A—51,877-51,877-100%$5.1M———
Zhang Financial LLC
N/A—50,223-50,223-100%$4.9M———
Duncan Williams Asset Management, LLC
N/A—50,039-50,039-100%$4.9M———
Quantinno Capital Management LP
N/A—49,782-49,782-100%$4.9M———
First National Bank of Omaha
N/A—47,650-47,650-100%$4.7M———
EP Wealth Advisors, LLC
N/A—45,974-45,974-100%$4.5M———
Howe & Rusling Inc
N/A—45,420-45,420-100%$4.5M———
5T Wealth, LLC
N/A—45,285-45,285-100%$4.4M———
Northwest & Ethical Investments L.P.
N/A—45,030-45,030-100%$4.4M———
FMR LLC
N/A—44,706-44,706-100%$4.4M———
Proficio Capital Partners LLC
N/A—43,385-43,385-100%$4.3M———
Safe Harbor Family Capital, LLC
N/A—43,266-43,266-100%$4.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—43,125-43,125-100%$4.2M———
GTS Securities LLC
N/A—41,261-41,261-100%$4.1M———
BFC Planning, Inc.
N/A—41,183-41,183-100%$4.0M———
Kastel Capital Advisors, LLC
N/A—41,178-41,178-100%$3.9M———
Aspire Capital Advisors LLC
N/A—41,140-41,140-100%$4.0M———
Arkadios Wealth Advisors
N/A—41,046-41,046-100%$4.0M———
Sequoia Financial Advisors, LLC
N/A—40,284-40,284-100%$4.0M———
Ally Invest Advisors Inc.
N/A—39,786-39,786-100%$3.9M———
Integrated Wealth Concepts LLC
N/A—39,481-39,481-100%$3.9M———
Harbour Investments, Inc.
N/A—38,601-38,601-100%$3.8M———
Stokes Family Office, LLC
N/A—36,730-36,730-100%$3.6M———
Navis Wealth Advisors, LLC
N/A—35,442-35,442-100%$3.5M———
Evolve Private Wealth, LLC
N/A—35,255-35,255-100%$3.5M———
Commerce Bank
N/A—35,073-35,073-100%$3.4M———
Copia Wealth Management
N/A—34,993-34,993-100%$3.4M———
Global Retirement Partners, LLC
N/A—34,952-34,952-100%$3.4M———
Advisory Services Network, LLC
N/A—33,834-33,834-100%$3.3M———
Richard W. Paul & Associates, LLC
N/A—33,727-33,727-100%$3.3M———
CoreFirst Bank & Trust
N/A—33,310-33,310-100%$3.3M———
Aptus Capital Advisors, LLC
N/A—33,026-33,026-100%$3.2M———
Element Wealth, LLC
N/A—32,797-32,797-100%$3.2M———
Huntington National Bank
N/A—32,598-32,598-100%$3.2M———
Roble, Belko & Company, Inc
N/A—32,455-32,455-100%$3.2M———
Motco
N/A—30,985-30,985-100%$3.0M———
Modern Wealth Management, LLC
N/A—30,154-30,154-100%$3.0M———
Summit Financial, LLC
N/A—29,650-29,650-100%$2.9M———
Allianz Asset Management GmbH
N/A—29,333-29,333-100%$2.9M———
Venturi Wealth Management, LLC
N/A—28,323-28,323-100%$2.8M———
Goldman Sachs Group Inc
N/A—28,251-28,251-100%$2.8M———
HRT Financial LP
N/A—28,038-28,038-100%$2.8M———
Benjamin Edwards Inc
N/A—27,757-27,757-100%$2.7M———
Anchor Investment Management, LLC
N/A—25,750-25,750-100%$2.5M———
Scotia Capital Inc.
N/A—24,435-24,435-100%$2.4M———
AQR Capital Management LLC
N/A—24,427-24,427-100%$2.4M———
Rothschild Wealth LLC
N/A—24,398-24,398-100%$2.4M———
Crews Bank & Trust
N/A—23,956-23,956-100%$2.4M———
Walter & Keenan Wealth Management LLC
N/A—23,941-23,941-100%$2.4M———
Nwam LLC
N/A—23,273-23,273-100%$2.3M———
Ascent Advisors, LLC
N/A—22,783-22,783-100%$2.2M———
Donaldson Capital Management, LLC
N/A—22,506-22,506-100%$2.2M———
Caprock Group, LLC
N/A—22,205-22,205-100%$2.2M———
United Capital Financial Advisors, LLC
N/A—22,025-22,025-100%$2.2M———
one8zero8, LLC
N/A—21,988-21,988-100%$2.2M———
Mosaic Financial Group, LLC
N/A—21,970-21,970-100%$2.2M———
Ankerstar Wealth, LLC
N/A—21,736-21,736-100%$2.1M———
Cozad Asset Management Inc
N/A—21,243-21,243-100%$2.1M———
Citadel Advisors LLC
N/A—20,584-20,584-100%$2.0M———
Mutual Advisors, LLC
N/A—20,562-20,562-100%$2.0M———
Daiichi Life Insurance Co., Ltd.
N/A—20,135-20,135-100%$2.0M———
Western Wealth Management, LLC
N/A—19,125-19,125-100%$1.9M———
Oxinas Partners, LLC
N/A—18,726-18,726-100%$1.8M———
World Investment Advisors
N/A—18,602-18,602-100%$1.8M———
FLC Capital Advisors
N/A—18,460-18,460-100%$1.8M———
OneAscent Financial Services LLC
N/A—18,218-18,218-100%$1.8M———
Resolute Advisors LLC
N/A—17,535-17,535-100%$1.7M———
Bravias Capital Group, LLC
N/A—17,424-17,424-100%$1.7M———
Schiavi & Co LLC
N/A—16,935-16,935-100%$717.0K———
Geneos Wealth Management Inc.
N/A—16,692-16,692-100%$1.6M———
BlackRock, Inc.
N/A—16,384-16,384-100%$1.6M———
Glenmede Trust Co NA
N/A—16,345-16,345-100%$1.6M———
Betterment LLC
N/A—16,083-16,083-100%$1.6M———
Cascade Wealth Advisors, Inc
N/A—15,965-15,965-100%$1.7M———
Glen Eagle Advisors, LLC
N/A—15,958-15,958-100%$1.6M———
Squarepoint Ops LLC
N/A—15,702-15,702-100%$1.5M———
Steward Partners Investment Advisory, LLC
N/A—15,170-15,170-100%$1.5M———
Ameritas Advisory Services, LLC
N/A—15,121-15,121-100%$1.5M———
Millstone Evans Group, LLC
N/A—15,100-15,100-100%$1.5M———
CIBC Bancorp USA Inc.
N/A—14,765-14,765-100%$1.4M———
Florida Financial Advisors, LLC
N/A—14,538-14,538-100%$1.4M———
Cary Street Partners Investment Advisory LLC
N/A—14,314-14,314-100%$1.4M———
Paragon Financial Partners, Inc.
N/A—14,304-14,304-100%$1.5M———
Independent Advisor Alliance
N/A—14,214-14,214-100%$1.4M———
Roehl & Yi Investment Advisors, LLC
N/A—13,790-13,790-100%$1.4M———
SCS Capital Management LLC
N/A—13,729-13,729-100%$1.3M———
Harvest Investment Services, LLC
N/A—13,582-13,582-100%$1.3M———
Wealth Advisors of Iowa, LLC
N/A—13,554-13,554-100%$1.3M———
Madison Wealth Partners, Inc
N/A—12,933-12,933-100%$1.3M———
McNamara Financial Services, Inc.
N/A—12,884-12,884-100%$1.3M———
Brown Advisory Inc
N/A—12,879-12,879-100%$1.3M———
Belpointe Asset Management LLC
N/A—12,817-12,817-100%$1.3M———
Investment Counsel Co of Nevada
N/A—12,808-12,808-100%$1.3M———
Morris Financial Concepts, Inc.
N/A—12,654-12,654-100%$1.2M———
Freestone Capital Holdings, LLC
N/A—12,358-12,358-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—12,105-12,105-100%$1.2M———
National Bank of Canada
N/A—12,050-12,050-100%$1.2M———
New Republic Capital, LLC
N/A—12,027-12,027-100%$1.2M———
SouthState Bank Corp
N/A—11,806-11,806-100%$1.2M———
CNB Bank
N/A—11,555-11,555-100%$1.1M———
Wealthspire Retirement, LLC
N/A—11,442-11,442-100%$1.1M———
IHT Wealth Management, LLC
N/A—11,201-11,201-100%$1.1M———
AE Wealth Management LLC
N/A—11,173-11,173-100%$1.1M———
Barnes Wealth Management Group, Inc
N/A—10,926-10,926-100%$1.1M———
Composition Wealth, LLC
N/A—10,592-10,592-100%$1.0M———
Tudor Financial Inc.
N/A—10,481-10,481-100%$1.0M———
Pasadena Private Wealth, LLC
N/A—10,317-10,317-100%$1.0M———
CVA Family Office, LLC
N/A—10,281-10,281-100%$1.0M———
Vickerman Investment Advisors, Inc.
N/A—10,235-10,235-100%$1.0M———
FAS Wealth Partners, Inc.
N/A—10,001-10,001-100%$982.1K———
Star Financial Bank
N/A—9,990-9,990-100%$981.0K———
Spirepoint Private Client, LLC
N/A—9,725-9,725-100%$955.0K———
Panoramic Investment Advisors, LLC
N/A—9,175-9,175-100%$901.0K———
Johnson Investment Counsel Inc
N/A—9,105-9,105-100%$894.1K———
Xcelsior Advisor Partners LLC
N/A—9,003-9,003-100%$884.1K———
Snowden Capital Advisors LLC
N/A—8,972-8,972-100%$881.1K———
Fidelis Capital Partners, LLC
N/A—8,967-8,967-100%$880.6K———
CIBC World Market Inc.
N/A—8,889-8,889-100%$872.9K———
Cape ANN Savings Bank
N/A—8,766-8,766-100%$860.8K———
Cresset Asset Management, LLC
N/A—8,734-8,734-100%$857.7K———
Brooks, Moore & Associates, Inc.
N/A—8,650-8,650-100%$849.4K———
First Manhattan Co. Llc.
N/A—8,640-8,640-100%$848.4K———
HighPoint Advisor Group LLC
N/A—8,374-8,374-100%$822.3K———
Aspen Wealth Strategies, LLC
N/A—8,320-8,320-100%$817.0K———
Pacific Financial Group Inc
N/A—8,257-8,257-100%$810.8K———
Summit Wealth Group, LLC
N/A—8,211-8,211-100%$806.3K———
O'shaughnessy Asset Management, LLC
N/A—8,024-8,024-100%$788.0K———
SageView Advisory Group, LLC
N/A—7,938-7,938-100%$779.5K———
Cascades Capital Asset Management, LLC
N/A—7,805-7,805-100%$766.5K———
Webster Bank, N. A.
N/A—7,566-7,566-100%$743.0K———
Kirtland Hills Capital Management, LLC
N/A—7,510-7,510-100%$737.5K———
Fortis Capital Advisors, LLC
N/A—7,392-7,392-100%$725.9K———
Ancora Advisors LLCA
N/A—7,331-7,331-100%$719.9K———
Sovereign Financial Group, Inc.
N/A—7,275-7,275-100%$714.4K———
Meadowbrook Advisors Group, LLC
N/A—7,275-7,275-100%$714.4K———
Capital Analysts, LLC
N/A—7,063-7,063-100%$694.0K———
Savvy Advisors, Inc.
N/A—6,905-6,905-100%$678.1K———
Disciplined Investors, L.L.C.
N/A—6,796-6,796-100%$667.4K———
Cascade Financial Partners, LLC
N/A—6,628-6,628-100%$650.9K———
Berkeley Capital Partners, LLC
N/A—6,569-6,569-100%$645.1K———
Cura Wealth Advisors, LLC
N/A—6,450-6,450-100%$633.4K———
Hyundai Investments Co., Ltd.
N/A—6,380-6,380-100%$626.8K———
17 Capital Partners, LLC
N/A—6,374-6,374-100%$625.9K———
Transcend Capital Advisors, LLC
N/A—5,821-5,821-100%$571.6K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,740-5,740-100%$563.7K———
Advyzon Investment Management, LLC
N/A—5,714-5,714-100%$561.1K———
Westbourne Investments, Inc.
N/A—5,635-5,635-100%$553.4K———
Wellington-Altus USA Inc.
N/A—5,570-5,570-100%$524.9K———
Dover Advisors, LLC
N/A—5,542-5,542-100%$498.8K———
Main Street Financial Solutions, LLC
N/A—5,470-5,470-100%$537.2K———
Consultiva Wealth Management, Corp.
N/A—5,397-5,397-100%$530.0K———
Gateway Wealth Partners, LLC
N/A—4,683-4,683-100%$459.9K———
Cahill Financial Advisors Inc
N/A—4,596-4,596-100%$451.3K———
Northern Trust Corp
N/A—4,530-4,530-100%$444.8K———
Vanguard Advisers Inc
N/A—4,451-4,451-100%$437.1K———
Cardiff Park Advisors, LLC
N/A—4,312-4,312-100%$423.4K———
Cofg Advisors, LLC
N/A—4,299-4,299-100%$422.1K———
C M Bidwell & Associates LTD
N/A—4,204-4,204-100%$412.8K———
PFG Investments, LLC
N/A—4,190-4,190-100%$411.5K———
Castle Wealth Management LLC
N/A—4,161-4,161-100%$408.6K———
Dorsey & Whitney Trust Co LLC
N/A—4,110-4,110-100%$403.6K———
Texas Capital Bank Wealth Management Services Inc
N/A—4,033-4,033-100%$396.0K———
VAN DEN Berg Management I, Inc
N/A—4,015-4,015-100%$394.3K———
Peapack Gladstone Financial Corp
N/A—4,000-4,000-100%$393.0K———
Leavell Investment Management, Inc.
N/A—3,991-3,991-100%$391.9K———
Cornerstone Financial Management LLC
N/A—3,962-3,962-100%$389.1K———
NewEdge Wealth, LLC
N/A—3,944-3,944-100%$387.3K———
Alexander Labrunerie & Co., Inc.
N/A—3,934-3,934-100%$386.3K———
Steelhead Wealth Management LLC
N/A—3,837-3,837-100%$376.0K———
Forefront Wealth Partners, LLC
N/A—3,830-3,830-100%$376.1K———
Estate Counselors, LLC
N/A—3,793-3,793-100%$372.5K———
Wealth Alliance, LLC
N/A—3,734-3,734-100%$366.7K———
Wealth Management Associates, Inc.
N/A—3,657-3,657-100%$359.1K———
Causey Wealth LLC
N/A—3,655-3,655-100%$358.9K———
Oakmont Advisory Group, LLC
N/A—3,537-3,537-100%$347.4K———
OakTrust Wealth Advisors, LLC
N/A—3,415-3,415-100%$335.3K———
RWA Wealth Partners, LLC
N/A—3,395-3,395-100%$333.4K———
Intentional Wealth Strategies, LLC
N/A—3,333-3,333-100%$327.3K———
Curi Capital, LLC
N/A—3,165-3,165-100%$310.8K———
Foundations Investment Advisors, LLC
N/A—3,162-3,162-100%$310.5K———
Dock Street Asset Management Inc
N/A—3,149-3,149-100%$309.3K———
Jaffetilchin Investment Partners, LLC
N/A—3,109-3,109-100%$305.3K———
Empower Advisory Group, LLC
N/A—3,095-3,095-100%$303.9K———
Rollins Financial Advisors, LLC
N/A—3,092-3,092-100%$303.6K———
Gladstone Institutional Advisory LLC
N/A—2,947-2,947-100%$289.4K———
Mayflower Financial Advisors, LLC
N/A—2,946-2,946-100%$289.3K———
Yukon Wealth Management, Inc.
N/A—2,886-2,886-100%$283.4K———
FWG Holdings, LLC
N/A—2,873-2,873-100%$292.1K———
Westshore Wealth, LLC
N/A—2,747-2,747-100%$269.8K———
IFG Advisory, LLC
N/A—2,731-2,731-100%$268.2K———
Kovack Advisors, Inc.
N/A—2,731-2,731-100%$267.4K———
Arax Advisory Partners
N/A—2,715-2,715-100%$266.6K———
Pine Valley Investments Ltd Liability Co
N/A—2,690-2,690-100%$264.2K———
JT Stratford LLC
N/A—2,641-2,641-100%$259.4K———
Atlantic Private Wealth, LLC
N/A—2,632-2,632-100%$258.5K———
Raffa Wealth Management, LLC
N/A—2,554-2,554-100%$250.8K———
Redwood Investment Management, LLC
N/A—2,551-2,551-100%$250.0K———
DiPaolo Financial Group, Inc.
N/A—2,547-2,547-100%$250.1K———
IMA Advisory Services, Inc.
N/A—2,527-2,527-100%$248.1K———
Libra Wealth LLC
N/A—2,525-2,525-100%$248.0K———
Two Sigma Securities, LLC
N/A—2,516-2,516-100%$247.1K———
Game Plan Financial Advisors, LLC
N/A—2,511-2,511-100%$246.6K———
Hexagon Capital Partners LLC
N/A—2,510-2,510-100%$246.4K———
Silvercrest Asset Management Group LLC
N/A—2,360-2,360-100%$231.8K———
Per Stirling Capital Management, Llc.
N/A—2,335-2,335-100%$229.3K———
Destination Wealth Management
N/A—2,330-2,330-100%$228.8K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,300-2,300-100%$225.9K———
Shelton Capital Management
N/A—2,295-2,295-100%$225.4K———
Stock Yards Bank & Trust Co
N/A—2,275-2,275-100%$223.4K———
Mason Investment Advisory Services, Inc.
N/A—2,239-2,239-100%$219.9K———
Sequent Planning LLC
N/A—2,188-2,188-100%$214.9K———
Ausdal Financial Partners, Inc.
N/A—2,165-2,165-100%$212.6K———
Chokshi & Queen Wealth Advisors, Inc
N/A—2,156-2,156-100%$211.7K———
Bogart Wealth, LLC
N/A—2,082-2,082-100%$204.5K———
Sand Hill Global Advisors, LLC
N/A—2,075-2,075-100%$203.8K———
Qube Research & Technologies Ltd
N/A—1,926-1,926-100%$189.1K———
Bank of the Bluegrass & Trust Co.
N/A—1,920-1,920-100%$194.2K———
Leo H. Evart, Inc.
N/A—1,626-1,626-100%$159.6K———
Colonial Trust Co / SC
N/A—1,494-1,494-100%$146.7K———
Dunhill Financial, LLC
N/A—1,342-1,342-100%$131.8K———
HHM Wealth Advisors, LLC
N/A—1,323-1,323-100%$129.9K———
Colonial Trust Advisors
N/A—1,263-1,263-100%$124.0K———
Brown Brothers Harriman & Co
N/A—1,257-1,257-100%$123.4K———
Kerr Financial Planning Corp
N/A—1,250-1,250-100%$122.8K———
Franklin Resources Inc
N/A—1,231-1,231-100%$120.9K———
Nalls Sherbakoff Group, LLC
N/A—1,225-1,225-100%$120.3K———
Ameriflex Group, Inc.
N/A—1,140-1,140-100%$111.9K———
Whittier Trust Co of Nevada Inc
N/A—964-964-100%$96.4K———
Tidemark, LLC
N/A—953-953-100%$93.6K———
Federation des caisses Desjardins du Quebec
N/A—907-907-100%$89.1K———
Topsail Wealth Management, LLC
N/A—842-842-100%$82.7K———
Atlantic Union Bankshares Corp
N/A—814-814-100%$79.9K———
Medallion Wealth Advisors, LLC
N/A—700-700-100%$68.7K———
Napier Financial, LLC
N/A—650-650-100%$63.8K———
Atomic Invest LLC
N/A—618-618-100%$60.7K———
Mpwm Advisory Solutions, LLC
N/A—616-616-100%$60.5K———
Crewe Advisors LLC
N/A—569-569-100%$55.9K———
Steigerwald, Gordon & Koch Inc.
N/A—492-492-100%$48.3K———
Smithfield Trust Co
N/A—461-461-100%$46———
ST Germain D J Co Inc
N/A—455-455-100%$44.7K———
Caitlin John, LLC
N/A—425-425-100%$41.7K———
Meramec Financial Planners, LLC
N/A—416-416-100%$42.5K———
Godfrey Financial Associates, Inc.
N/A—380-380-100%$37.3K———
N.E.W. Advisory Services LLC
N/A—364-364-100%$35.7K———
LRI Investments, LLC
N/A—353-353-100%$34.7K———
Walsh & Associates, LLC
N/A—350-350-100%$34.4K———
Strategic Wealth Partners, Ltd.
N/A—304-304-100%$29.8K———
Rothschild Investment LLC
N/A—252-252-100%$24.7K———
Strive Financial Group,LLC
N/A—250-250-100%$24.6K———
LGT Financial Advisors LLC
N/A—225-225-100%$22.1K———
Bartlett & Co. Wealth Management LLC
N/A—211-211-100%$20.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—202-202-100%$19.8K———
WHI Trust Co LLC
N/A—199-199-100%$19.5K———
Hantz Financial Services, Inc.
N/A—186-186-100%$18———
Horizon Investments, LLC
N/A—179-179-100%$17.6K———
Beaird Harris Wealth Management, LLC
N/A—177-177-100%$17.4K———
Founders Financial Alliance, LLC
N/A—175-175-100%$17.2K———
Continuum Advisory, LLC
N/A—157-157-100%$15.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—128-128-100%$12.6K———
Bellevue Asset Management, LLC
N/A—124-124-100%$12.2K———
Measured Wealth Private Client Group, LLC
N/A—108-108-100%$10.6K———
Allianz SE
N/A—94-94-100%$9.2K———
Ogorek Anthony Joseph
N/A—83-83-100%$8———
VSM Wealth Advisory, LLC
N/A—83-83-100%$8.2K———
Aventura Private Wealth, LLC
N/A—76-76-100%$7.5K———
Westend Capital Management, LLC
N/A—69-69-100%$6.8K———
Synergy Investment Management, LLC
N/A—49-49-100%$5.0K———
Providence Capital Advisors, LLC
N/A—44-44-100%$4.3K———
Ameritas Investment Partners, Inc.
N/A—30-30-100%$2.9K———
SHP Wealth Management
N/A—22-22-100%$2.2K———
Gould Capital, LLC
N/A—16-16-100%$1.6K———
Caldwell Sutter Capital, Inc.
N/A—15-15-100%$1.5K———
BNP Paribas Financial Markets
N/A—3-3-100%$295———
Showing 943 of 943 institutions